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
2012
Open to Public Inspection
A For the 2012 calendar year, or tax year beginning 07-01-2012 , 2012, and ending 06-30-2013
BCheck if applicable:
CName of organization
Loyola University of Chicago
 
Doing Business As
 
 
Number and street (or P.O. box if mail is not delivered to street address)
820 N Michigan Avenue
Suite
Room/suite
City or town, state or country, and ZIP + 4
Chicago, IL606112147
D Employer identification number

36-1408475
E Telephone number

G Gross receipts $ 780,341,860
F Name and address of principal officer:
Michael J Garanzini SJ
Pres CEO 820 N Michigan Ave
Chicago,IL60611
I
Tax-exempt status: (   ) LeftBullet (insert no.) or
J
Website:MediumBullet
www.luc.edu
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: 1909
M State of legal domicile: IL
Part I
Summary
Activities & Governance 1 Briefly describe the organization’s mission or most significant activities: We are one of the nation's largest Jesuit, Catholic Universities with 16,000 undergraduate, graduate, and doctoral students. We work to expand Knowledge through learning, justice, and faith.
2 Check this box MediumBullet
3 Number of voting members of the governing body (Part VI, line 1a) ........ 3 37
4 Number of independent voting members of the governing body (Part VI, line 1b) ..... 4 35
5 Total number of individuals employed in calendar year 2011 (Part V, line 2a) ...... 5 8,004
6 Total number of volunteers (estimate if necessary) ............. 6 308
7a Total unrelated business revenue from Part VIII, column (C), line 12 ........ 7a 408,381
b Net unrelated business taxable income from Form 990-T, line 34 ......... 7b  
Revenues Prior Year Current Year
8 Contributions and grants (Part VIII, line 1h) ......... 114,127,573 80,389,664
9 Program service revenue (Part VIII, line 2g) ......... 530,904,928 546,748,806
10 Investment income (Part VIII, column (A), lines 3, 4, and 7d ) .... 25,257,308 31,358,880
11 Other revenue (Part VIII, column (A), lines 5, 6d, 8c, 9c, 10c, and 11e) 6,562,999 5,443,151
12 Total revenue—add lines 8 through 11 (must equal Part VIII, column (A), line 12)................... 676,852,808 663,940,501
Expenses; 13 Grants and similar amounts paid (Part IX, column (A), lines 1–3 )... 135,059,420 139,852,557
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) 268,145,146 285,369,370
16a Professional fundraising fees (Part IX, column (A), line 11e)..... 45,597 52,692
b Total fundraising expenses (Part IX, column (D), line 25) MediumBullet11,780,056    
17 Other expenses (Part IX, column (A), lines 11a–11d, 11f–24e).... 168,936,233 182,028,208
18 Total expenses. Add lines 13–17 (must equal Part IX, column (A), line 25) 572,186,396 607,302,827
19 Revenue less expenses. Subtract line 18 from line 12....... 104,666,412 56,637,674
Net Assets or Fund Balances; Beginning of Current Year End of Year
20 Total assets (Part X, line 16)............. 1,974,949,340 2,024,749,090
21 Total liabilities (Part X, line 26)............. 805,118,616 767,351,921
22 Net assets or fund balances. Subtract line 21 from line 20..... 1,169,830,724 1,257,397,169
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 Use Only
Print/Type preparer's name
 
Preparer's signature
Date
PTIN
Firm's name MediumBullet

Firm's EIN MediumBullet
Firm's address MediumBullet



Phone no.
May the IRS discuss this return with the preparer shown above? (see instructions) ............
For Paperwork Reduction Act Notice, see the separate instructions.
Cat. No. 11282Y
Form 990 (2012)
Form 990 (2012)
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: WE ARE ONE OF THE NATION'S LARGEST JESUIT, CATHOLIC UNIVERSITIES WITH 16,000 UNDERGRADUATE, GRADUATE, AND DOCTORAL STUDENTS. WE WORK TO EXPAND KNOWLEDGE THROUGH LEARNING, JUSTICE, AND FAITH.
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 organization’s program service accomplishments for each of its three largest program services, as measured by expenses. Section 501(c)(3) and 501(c)(4) organizations 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 $ 450,815,752 including grants of $ 133,894,863 ) (Revenue $ 498,549,152 )
Higher Education, General/Other: Loyola University Chicago currently enrolls approximately 16,000 undergraduate, graduate, and professional students and is home to 10 schools and colleges: Arts and Sciences, Business Administration, Communication, Education, Graduate Studies, Law, Medicine, Nursing, Continuing and Professional Studies, and Social Work.
4b (Code:   ) (Expenses $ 47,951,000 including grants of $ 4,945,794 ) (Revenue $ 0 )
Research: Loyola University Chicago engages in externally funded research projects primarily in medicine and the basic sciences. Through Loyola's Stritch School of Medicine, the University is focused on the development and advancement of medical knowledge as well as the training of students in the research process.
4c (Code:   ) (Expenses $ 44,890,000 including grants of $ 1,011,900 ) (Revenue $ 50,740,252 )
Higher Education Auxiliary Services: Loyola University Chicago provides various goods and services for the benefit of its students, faculty and staff, and in support of educational activities. Services include student housing, food service, bookstores, recreational facilities and transportation.
4d Other program services (Describe in Schedule O.)
(Expenses $   including grants of $   ) (Revenue $   )
4e Total program service expensesMediumBullet543,656,752
Form 990 (2012)
Form 990 (2012)
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 (see instructions)? 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, or have a section 501(h) election in effect during the tax year? 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 IIIClick to see attachment............................
5
 
No
6
Did the organization maintain any donor advised funds or any similar funds or accounts for which 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
Yes
 
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
Yes
 
9
Did the organization report an amount in Part X, line 21 for escrow or custodial account liability; 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
Yes
 
10
Did the organization, directly or through a related organization, hold assets in temporarily restricted endowments, permanent endowments, 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, line 10?
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 VIIClick to see attachment.......
11b
Yes
 
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 VIIIClick 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 IXClick 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 XClick 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 XClick 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 and XII 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 and XII 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 EClick to see attachment....
13
Yes
 
14a
Did the organization maintain an office, employees, or agents outside of the United States?.....
14a
Yes
 
b
Did the organization have aggregate revenues or expenses of more than $10,000 from grantmaking, fundraising, business, investment, and program service activities outside the United States, or aggregate foreign investments valued at $100,000 or more? If “Yes,” complete Schedule F, Parts I and IV......... 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 United States? If “Yes,” complete Schedule F, Parts II and IVClick to see attachment
15
Yes
 
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 United States? If “Yes,” complete Schedule F, Parts III and IV... Click to see attachment
16
Yes
 
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 I (see instructions).... Click to see attachment
17
Yes
 
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
Yes
 
20a
Did the organization operate one or more hospital facilities? If “Yes,” complete Schedule H....
20a
 
No
b
If “Yes” to line 20a, did the organization attach a copy of its audited financial statements to this return?
20b
 
 
Form 990 (2012)
Form 990 (2012)
Page 4
Part IV
Checklist of Required Schedules (continued)
21
Did the organization report more than $5,000 of grants and other assistance to any government or organization 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
Yes
 
23
Did the organization answer “Yes” to Part VII, Section A, line 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 lines 24b through 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, highest 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
Yes
 
27
Did the organization provide a grant or other assistance to an officer, director, trustee, key employee, substantial contributor or employee thereof, a grant selection committee member, or to a 35% controlled entity or family member of any of these persons? If “Yes,” complete Schedule L, Part III......... Click to see attachment
27
Yes
 
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 direct or indirect 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 M..Click 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...........................
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
 
No
34
Was the organization related to any tax-exempt or taxable entity? If “Yes,” complete Schedule R, Part II, III, or IV, and Part V, line 1........................ Click to see attachment
34
Yes
 
35a
Did the organization have a controlled entity within the meaning of section 512(b)(13)?
35a
Yes
 
b
If ‘Yes’ to line 35a, 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
35b
Yes
 
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 11b and 19? Note. All Form 990 filers are required to complete Schedule O. ............
38
Yes
 
Form 990 (2012)
Form 990 (2012)
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
18,476
b
Enter the number of Forms W-2G included in line 1a. Enter -0- if not applicable .
1b
1
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
8,004
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, securities account, or other financial account)?..........................
4a
Yes
 
b
If "Yes," enter the name of the foreign country: MediumBulletUK , IT , CJ , VM
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 as charitable contributions?...
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
Yes
 
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. See the instructions for additional information the organization must report on Schedule O.
13a
 
 
b
Enter the 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 amount of reserves on hand ............
13c
 
14a
Did the organization receive any payments for indoor tanning services during the tax year?.....
14a
 
No
b
If "Yes," has it filed a Form 720 to report these payments? If “No,” provide an explanation in Schedule O..
14b
 
 
Form 990 (2012)
Form 990 (2012)
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
37
If there are material differences in voting rights among members of the governing body, or if the governing body delegated broad authority to an executive committee or similar committee, explain in Schedule O.
b
Enter the number of voting members included in line 1a, above, who are independent ...................
1b
35
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
 
No
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
Did the organization have members or stockholders? ................
6
 
No
7a
Did the organization have members, stockholders, or other persons who had the power to elect or appoint one or more members of the governing body? ....................
7a
 
No
b
Are any governance decisions of the organization reserved to (or subject to approval by) members, stockholders, or persons other than the governing body? ...................
7b
 
No
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
Did the organization have local chapters, branches, or affiliates? ............
10a
 
No
b
If “Yes,” did the organization have written policies and procedures governing the activities of such chapters, affiliates, and branches to ensure their operations are consistent with the organization's exempt purposes?
10b
 
 
11a
Has the organization provided a complete 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 this Form 990. .....
12a
Did the organization have a written conflict of interest policy? If “No,” go to line 13.......
12a
Yes
 
b
Were officers, directors, or trustees, and key employees required to disclose annually interests that could give rise to conflicts? ..........................
12b
Yes
 
c
Did the organization regularly and consistently monitor and enforce compliance with the policy? If “Yes,” describe in Schedule O how this was done.......................
12c
Yes
 
13
Did the organization have a written whistleblower policy? ...............
13
Yes
 
14
Did 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 15a or 15b, 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,” did the organization follow a written policy or procedure requiring the organization to evaluate its participation in joint venture arrangements under applicable federal tax law, and take 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
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 made these available. Check all that apply.
19
Describe in Schedule O whether (and if so, how), the organization made its governing documents, conflict of interest policy, and financial statements available to the public during the tax year.
20
State the name, physical address, and telephone number of the person who possesses the books and records of the organization:
MediumBulletANDREA SABITSANA CONTROLLER820 N Michigan AvenueChicagoIL60611 (312) 915-8722
Form 990 (2012)
Form 990 (2012)
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. 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 organization compensated any current officer, director, or trustee.
(A)
Name and Title 		(B)
Average hours per week (list any hours for related organizations below dotted line) 		(C)
Position (do not check more than one box, unless person is both an officer and a director/trustee) 		(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 Arbor........................................................................
Trustee
 1.0
.......................0.0 		X           0 0 0
(2) Robert M Beavers Jr........................................................................
Trustee
 1.0
.......................0.0 		X           0 0 0
(3) James P Bouchard........................................................................
Trustee
 1.0
.......................0.0 		X           0 0 0
(4) William A Brandt Jr........................................................................
Trustee
 1.0
.......................0.0 		X           0 0 0
(5) Michael J Carbon........................................................................
Trustee
 1.0
.......................0.0 		X           0 0 0
(6) Anthony L Chirchirillo........................................................................
Trustee
 1.0
.......................0.0 		X           0 0 0
(7) Rosemary Croghan........................................................................
Trustee
 1.0
.......................0.0 		X           0 0 0
(8) John F Cuneo Jr........................................................................
Trustee
 1.0
.......................0.0 		X           0 0 0
(9) Ronald E Daly........................................................................
Trustee
 1.0
.......................0.0 		X           0 0 0
(10) Charles W Denny........................................................................
Trustee
 1.0
.......................0.0 		X           0 0 0
(11) Christopher J Devron SJ........................................................................
Trustee
 1.0
.......................0.0 		X           0 0 0
(12) Mary Judith Duchossois........................................................................
Trustee
 1.0
.......................0.0 		X           0 0 0
(13) Paul J Fitzgerald SJ........................................................................
Trustee
 1.0
.......................0.0 		X           0 0 0
(14) Michael J Garanzini SJ........................................................................
President & CEO, Trustee
 40.0
.......................0.0 		X   X       0 0 0
(15) Michael J Graham SJ........................................................................
Trustee
 1.0
.......................0.0 		X           0 0 0
(16) Thomas P Greene SJ........................................................................
Trustee
 1.0
.......................0.0 		X           0 0 0
(17) William J Hank........................................................................
Trustee
 1.0
.......................0.0 		X           0 0 0
Form 990 (2012)
Form 990 (2012)
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 (list any hours for related organizations below dotted line) 		(C)
Position (do not check more than one box, unless person is both an officer and a director/trustee) 		(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) John J Hartman........................................................................
Trustee
 1.0
.......................0.0 		X           0 0 0
(19) Marvin Herman........................................................................
Trustee
 1.0
.......................0.0 		X           0 0 0
(20) Christina M Johnson-Wolff........................................................................
Trustee
 1.0
.......................0.0 		X           0 0 0
(21) Patrick J Kelly........................................................................
Trustee
 1.0
.......................0.0 		X           0 0 0
(22) William G Kistner........................................................................
Trustee
 1.0
.......................0.0 		X           0 0 0
(23) Richard J Klarchek........................................................................
Trustee
 1.0
.......................0.0 		X           0 0 0
(24) William C Kunkler III........................................................................
Trustee
 1.0
.......................0.0 		X           0 0 0
(25) Patrick C Lynch........................................................................
Trustee
 1.0
.......................0.0 		X           0 0 0
(26) Shirley R Madigan........................................................................
Trustee
 1.0
.......................0.0 		X           0 0 0
(27) Barry C McCabe........................................................................
Trustee
 1.0
.......................0.0 		X           0 0 0
(28) Patrick McGrath SJ........................................................................
Trustee
 1.0
.......................0.0 		X           0 0 0
(29) Carlos Montoya........................................................................
Trustee
 1.0
.......................0.0 		X           0 0 0
(30) Ruthellyn Musil........................................................................
Trustee
 1.0
.......................0.0 		X           0 0 0
(31) Terry E Newman........................................................................
Trustee
 1.0
.......................0.0 		X           0 0 0
(32) Allan J Norville........................................................................
Trustee
 1.0
.......................0.0 		X           0 0 0
(33) Robert L Parkinson Jr........................................................................
Chairman of the Board, Trustee
 1.0
.......................0.0 		X           0 0 0
(34) Scott R Pilarz SJ........................................................................
Trustee
 1.0
.......................0.0 		X           0 0 0
(35) Joseph A Power Jr........................................................................
Trustee
 1.0
.......................0.0 		X           0 0 0
(36) Michael R Quinlan........................................................................
Chairman Emeritus, Trustee
 1.0
.......................0.0 		X           0 0 0
(37) Richard L Rodriguez........................................................................
Trustee
 1.0
.......................0.0 		X           0 0 0
(38) Judith A Scully........................................................................
Trustee
 1.0
.......................0.0 		X           0 0 0
(39) Michael D Searle........................................................................
Trustee
 1.0
.......................0.0 		X           0 0 0
(40) Smita N Shah........................................................................
Trustee
 1.0
.......................0.0 		X           0 0 0
(41) Susan S Sher........................................................................
Trustee
 1.0
.......................0.0 		X           0 0 0
(42) Raymond F Simon........................................................................
Trustee
 1.0
.......................0.0 		X           0 0 0
(43) George Andrews Smith........................................................................
Trustee
 1.0
.......................0.0 		X           0 0 0
(44) Brian K Speers........................................................................
Trustee
 1.0
.......................0.0 		X           0 0 0
(45) Cynthia Stark........................................................................
Trustee
 1.0
.......................0.0 		X           0 0 0
(46) Joan E Steel........................................................................
Trustee
 1.0
.......................0.0 		X           0 0 0
(47) Joseph Swedish........................................................................
Trustee
 1.0
.......................0.0 		X           0 0 0
(48) Jackie Taylor Holsten........................................................................
Trustee
 1.0
.......................0.0 		X           0 0 0
(49) Mary Tolan........................................................................
Trustee
 1.0
.......................0.0 		X           0 0 0
(50) Edward Wanandi........................................................................
Trustee
 1.0
.......................0.0 		X           0 0 0
(51) Kevin W Wildes SJ........................................................................
Trustee
 1.0
.......................0.0 		X           0 0 0
(52) Mary Ann Zollmann BVM........................................................................
Vice Chair of Board, Trustee
 1.0
.......................0.0 		X           0 0 0
(53) Pamela G Costas........................................................................
Asst Secr. & Dep. Gen. COUNSEL
 40.0
.......................0.0 		    X       198,933 0 28,297
(54) Richard L Gamelli MD........................................................................
Sr VP & Provost Health Science
 40.0
.......................0.0 		    X       635,689 0 38,819
(55) Philip D Hale........................................................................
VP for Governemt Affairs
 40.0
.......................0.0 		    X       173,825 0 34,477
(56) Jonathan R Heintzelman........................................................................
Sr. VP for Advancement
 40.0
.......................0.0 		    X       280,292 0 42,362
(57) Emilio Iodice........................................................................
VP, Dir. John Felice Rome CTR.
 40.0
.......................0.0 		    X       308,360 0 16,720
(58) Eric C Jones........................................................................
Treasurer & INVESTMENT OFFICER
 40.0
.......................0.0 		    X       187,776 0 38,259
(59) Robert D Kelly........................................................................
VP for Student Development
 40.0
.......................0.0 		    X       226,526 0 32,758
(60) Thomas M Kelly........................................................................
Sr. VP for Admin. SERV, & CHRO
 40.0
.......................0.0 		    X       236,867 0 43,569
(61) William G Laird........................................................................
Sr. VP for Finance & CFO
 40.0
.......................0.0 		    X       330,474 0 42,207
(62) Wayne Magdziarz........................................................................
Sr. VP FOR CAPITAL PLANNING
 40.0
.......................0.0 		    X       275,516 0 36,124
(63) Susan Malisch........................................................................
VP & Chief Information Officer
 40.0
.......................0.0 		    X       261,906 0 34,549
(64) Ellen Kane Munro........................................................................
Sr. VP, Gen. Counsel & SECR.
 40.0
.......................0.0 		    X       253,152 0 44,194
(65) John P Pelissero........................................................................
Provost for Lakeside Campuses
 40.0
.......................0.0 		    X       309,408 0 46,800
(66) Kelly Shannon........................................................................
VP OF Univ. Marketing and COM.
 40.0
.......................0.0 		    X       187,103 0 47,102
(67) Linda Brubaker MD........................................................................
Dean, Stritch School of Med.
 40.0
.......................0.0 		      X     344,141 0 50,707
(68) Kathleen A Getz........................................................................
Dean, School of Business
 40.0
.......................0.0 		      X     277,409 0 46,160
(69) Pieter DeTombe........................................................................
Cell & Molecular Phys. Chair
 40.0
.......................0.0 		        X   314,526 0 85,209
(70) Richard Kennedy........................................................................
Vice Provost for Research
 40.0
.......................0.0 		        X   310,736 0 42,194
(71) Porter Moser........................................................................
Head Basketball Coach
 40.0
.......................0.0 		        X   322,286 0 46,518
(72) Tarun Patel........................................................................
Molecular Pharmacology CHAIR
 40.0
.......................0.0 		        X   317,637 0 35,483
(73) David Yellen........................................................................
Dean, School of Law
 40.0
.......................0.0 		        X   395,548 0 90,407
(74) Abolhassan Jalilvand........................................................................
Former Key Employee
 40.0
.......................0.0 		          X 215,758 0 44,893
(75) FRANCIS FENNELL JR........................................................................
Former Key Employee
 40.0
.......................   		          X 177,478   36,202
1b Sub-Total................MediumBullet
c Total from continuation sheets to Part VII, Section A....MediumBullet
d Total (add lines 1b and 1c)............MediumBullet 6,541,346 0 1,004,010
2
Total number of individuals (including but not limited to those listed above) who received more than $100,000 of reportable compensation from the organizationMediumBullet510
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. Report compensation for the calendar year ending with or within the organization’s tax year.
(A)
Name and business address 		(B)
Description of services 		(C)
Compensation
Skender Construction Company, 200 W MadisonCHICAGOIL60606 CONSTRUCTION 1,238,494
Baranski Hammer Moretta Sheehy, 1101 S Bench StGALENAIL61036 ARCHITECT/PLANNING 1,026,850
Deloitte Touche LLP, 4205 Collections Center DriveCHICAGOIL60693 Audit and Consulting 767,111
Drinker Biddle Reath LLP, One Logan Square 18th Cherry StrPHILADELPHIAPA19103 LEGAL 562,770
NL Wind Up Corporation, 150 N Michigan AvenueCHICAGOIL60601 Real Estate Planning 446,900
2
Total number of independent contractors (including but not limited to those listed above) who received more than $100,000 of compensation from the organization MediumBullet21
Form 990 (2012)
Form 990 (2012)
Page 9
Part VIII
Statement of Revenue
Check if Schedule O contains a response to any question in this Part VIII ..............
(A)
Total revenue 		(B)
Related or
exempt
function
revenue 		(C)
Unrelated
business
revenue 		(D)
Revenue
excluded from
tax under sections
512, 513, or 514
Contributions, Gifts, Grants and Other Similar Amounts 1a Federated campaigns..1a  
b Membership dues....1b  
c Fundraising events....1c 852,614
d Related organizations...1d 210,455
e Government grants (contributions)1e 41,664,490
f All other contributions, gifts, grants, and
similar amounts not included above1f 		37,662,105
g Noncash contributions included in lines
1a-1f:$ 		1,757,277
h Total. Add lines 1a-1f.......MediumBullet 80,389,664
Program Service Revenue Business Code
2a Tuition and fees 611710 459,714,606 459,714,606    
b Auxiliary 611710 50,740,252 50,740,252    
c Academic Support - Trinity Health 611710 22,725,000 22,725,000    
d Other education and general 611710 13,568,948 13,568,948    
e
f All other program service revenue .        
g Total. Add lines 2a–2f........MediumBullet 546,748,806
Other Revenue 3 Investment income (including dividends, interest, and other similar amounts).......MediumBullet 14,648,464   -102,392 14,750,856
4 Income from investment of tax-exempt bond proceeds..MediumBullet 39,605 39,605    
5 Royalties...........MediumBullet 2,096,554 2,096,554    
(i) Real (ii) Personal
6a Gross rents 9,609,851  
b Less: rental expenses 6,551,245  
c Rental income or (loss) 3,058,606 0
d Net rental income or (loss).......MediumBullet 3,058,606     3,058,606
(i) Securities (ii) Other
7a Gross amount from sales of assets other than inventory 125,533,685  
b Less: cost or other basis and sales expenses 108,862,874  
c Gain or (loss) 16,670,811  
d Net gain or (loss)..........MediumBullet 16,670,811     16,670,811
8a Gross income from fundraising events (not including
$ 852,614
of contributions reported on line 1c). See Part IV, line 18 ..
a 331,900
b Less: direct expenses ...b 968,240
c Net income or (loss) from fundraising events..MediumBullet -636,340   -636,340
9a Gross income from gaming activities.
See Part IV, line 19 ...
a 28,119
b Less: direct expenses ...b 19,000
c Net income or (loss) from gaming activities...MediumBullet 9,119     9,119
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      
Miscellaneous Revenue Business Code
11a Interest on Student Loans 611600 404,439 404,439    
b CONFERENCE SERVICES 532000 -52,528   -52,528  
c FITNESS CENTER 713940 552,845   552,845  
d All other revenue .... 10,456   10,456  
e Total. Add lines 11a–11d ...... MediumBullet 915,212
12 Total revenue. See Instructions......MediumBullet 663,940,501 549,289,404 408,381 33,853,052
Form 990 (2012)
Form 990 (2012)
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).Check if Schedule O contains a response to any question in this Part IX ...............
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 United States. See Part IV, line 21 3,765,518 3,765,518
2 Grants and other assistance to individuals in the United States. See Part IV, line 22 134,906,763 134,906,763
3 Grants and other assistance to governments, organizations, and individuals outside the United States. See Part IV, lines 15 and 16 1,180,276 1,180,276
4 Benefits paid to or for members 0  
5 Compensation of current officers, directors, trustees, and key employees .... 5,414,296 1,486,871 3,527,382 400,043
6 Compensation not included above, to disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B) .... 80,151   80,151  
7 Other salaries and wages 218,292,178 191,282,420 20,944,373 6,065,385
8 Pension plan accruals and contributions (include section 401(k) and 403(b) employer contributions) .... 18,761,943 15,958,993 2,204,167 598,783
9 Other employee benefits ....... 27,889,958 23,984,389 3,063,575 841,994
10 Payroll taxes ........... 14,930,844 13,432,718 1,243,440 254,686
11 Fees for services (non-employees):        
a Management ...... 0      
b Legal ......... 659,036 59,232 599,804  
c Accounting ........... 596,146   596,146  
d Lobbying ........... 0      
e Professional fundraising services. See Part IV, line 17 52,692 52,692
f Investment management fees ...... 1,912,635   1,912,635  
g Other (If line 11g amount exceeds 10% of line 25, column (A) amount, list line 11g expenses on Schedule O) ........ 22,583,395 20,102,062 2,263,970 217,363
12 Advertising and promotion .... 3,829,706 1,862,589 1,697,175 269,942
13 Office expenses ....... 25,754,427 23,612,596 1,328,984 812,847
14 Information technology ...... 9,789,570 5,278,297 4,346,270 165,003
15 Royalties .. 65,806 65,806    
16 Occupancy ........... 15,102,601 13,687,215 1,254,996 160,390
17 Travel ............ 2,642,612 2,438,179 46,503 157,930
18 Payments of travel or entertainment expenses for any federal, state, or local public officials ...... 0      
19 Conferences, conventions, and meetings .... 7,354,260 6,756,875 348,641 248,744
20 Interest ........... 16,878,083 15,005,923 1,542,438 329,722
21 Payments to affiliates ....... 0      
22 Depreciation, depletion, and amortization ..... 44,080,974 40,557,673 3,047,880 475,421
23 Insurance .............. 2,262,675 1,688,761 480,880 93,034
24 Other expenses. Itemize expenses not covered above (List miscellaneous expenses in line 24e. If line 24e amount exceeds 10% of line 25, column (A) amount, list line 24e expenses on Schedule O.)
a Institutional Support 5,566,679 4,708,565 312,118 545,996
b Operations and Maintenance 6,530,903 6,114,103 344,402 72,398
c Auxiliary 7,788,533 7,681,570 93,822 13,141
d Sponsored Research 2,926,542 2,926,542    
e All other expenses 5,703,625 5,112,816 586,267 4,542
25 Total functional expenses. Add lines 1 through 24e 607,302,827 543,656,752 51,866,019 11,780,056
26 Joint costs. Complete this line only if the organization reported in column (B) joint costs from a combined educational campaign and fundraising solicitation. Check here MediumBullet if following SOP 98-2 (ASC 958-720).        
Form 990 (2012)
Form 990 (2012)
Page 11
Part X Balance Sheet Check if Schedule O contains a response to any question in this Part X ...............
(A)
Beginning of year 		(B)
End of year
Assets 1 Cash—non-interest-bearing ............. 20,331 1 20,807
2 Savings and temporary cash investments ......... 345,786,252 2 173,196,722
3 Pledges and grants receivable, net ........... 51,697,512 3 33,773,025
4 Accounts receivable, net ............. 21,491,829 4 17,878,534
5 Loans and other receivables from current and former officers, directors, trustees, key employees, and highest compensated employees. Complete Part II of
Schedule L ..................
108,892 5 108,892
6 Loans and other receivables from other disqualified persons (as defined under section 4958(f)(1)), persons described in section 4958(c)(3)(B), and contributing employers and sponsoring organizations of section 501(c)(9) voluntary employees' beneficiary organizations (see instructions) Complete Part II of Schedule L
0 6 0
7 Notes and loans receivable, net ............. 21,854,118 7 21,633,439
8 Inventories for sale or use .............. 15,710 8 9,639
9 Prepaid expenses and deferred charges .......... 10,149,865 9 6,960,002
10a Land, buildings, and equipment: cost or other basis. Complete Part VI of Schedule D 10a 1,462,529,101
b Less: accumulated depreciation ..... 10b 433,161,145 912,438,351 10c 1,029,367,956
11 Investments—publicly traded securities .......... 255,711,987 11 331,125,506
12 Investments—other securities. See Part IV, line 11 ..... 213,333,884 12 276,418,972
13 Investments—program-related. See Part IV, line 11 ..... 0 13 0
14 Intangible assets ............... 0 14 0
15 Other assets. See Part IV, line 11 ........... 142,340,609 15 134,255,596
16 Total assets. Add lines 1 through 15 (must equal line 34)...... 1,974,949,340 16 2,024,749,090
Liabilities 17 Accounts payable and accrued expenses ......... 87,663,957 17 65,790,815
18 Grants payable ................. 0 18 0
19 Deferred revenue ................ 49,503,744 19 44,612,013
20 Tax-exempt bond liabilities ............. 206,152,159 20 202,266,379
21 Escrow or custodial account liability. Complete Part IV of Schedule D.. 1,222,312 21 1,215,349
22 Loans and other payables to current and former officers, directors, trustees, key employees, highest compensated employees, and disqualified
persons. Complete Part II of Schedule L.......... 0 22 0
23 Secured mortgages and notes payable to unrelated third parties .. 12,222,748 23 12,338,884
24 Unsecured notes and loans payable to unrelated third parties .... 375,489,618 24 370,060,755
25 Other liabilities (including federal income tax, payables to related third parties, and other liabilities not included on lines 17-24). Complete Part X of Schedule D.................... 72,864,078 25 71,067,726
26 Total liabilities. Add lines 17 through 25......... 805,118,616 26 767,351,921
Net Assets or Fund Balance Organizations that follow SFAS 117 (ASC 958), check here MediumBullet and complete lines 27 through 29, and lines 33 and 34.
27 Unrestricted net assets .............. 863,339,592 27 937,429,182
28 Temporarily restricted net assets ........... 167,558,497 28 172,469,964
29 Permanently restricted net assets ........... 138,932,635 29 147,498,023
Organizations that do not follow SFAS 117 (ASC 958), 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 ........... 1,169,830,724 33 1,257,397,169
34 Total liabilities and net assets/fund balances ........ 1,974,949,340 34 2,024,749,090
Form 990 (2012)
Form 990 (2012)
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
663,940,501
2
Total expenses (must equal Part IX, column (A), line 25) ............
2
607,302,827
3
Revenue less expenses. Subtract line 2 from line 1 ..............
3
56,637,674
4
Net assets or fund balances at beginning of year (must equal Part X, line 33, column (A)) ..
4
1,169,830,724
5
Net unrealized gains (losses) on investments ...............
5
28,474,171
6
Donated services and use of facilities .................
6
 
7
Investment expenses .....................
7
 
8
Prior period adjustments .....................
8
 
9
Other changes in net assets or fund balances (explain in Schedule O) ........
9
2,454,600
10
Net assets or fund balances at end of year. Combine lines 3 through 9 (must equal Part X, line 33, column (B))
10
1,257,397,169
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
If ‘Yes,’ check a box below to indicate whether the financial statements for the year were compiled or reviewed on a separate basis, consolidated basis, or both:
b
Were the organization’s financial statements audited by an independent accountant?
2b
Yes
 
If ‘Yes,’ check a box below to indicate whether the financial statements for the year were audited on a separate basis, consolidated basis, or both:
c
If “Yes,” to line 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?
2c
Yes
 
If the organization changed either its oversight process or selection process during the tax year, explain in Schedule O.
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 (2012)
Form 990, Special Condition Description:
Special Condition Description
Additional Data


Software ID:  
Software Version:  
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
2012
Open to Public
Inspection
Name of the organization
Loyola University of Chicago
 
Employer identification number

36-1408475
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 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
Provide the following information about the supported organization(s).
(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 monetary support
Yes No Yes No Yes No
Total                  

For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990EZ.
Cat. No. 11285F
Schedule A (Form 990 or 990-EZ) 2012
Schedule A (Form 990 or 990-EZ) 2012
Page 2
Part II
Support Schedule for Organizations Described in Sections 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) right arrow (a) 2008 (b) 2009 (c) 2010 (d) 2011 (e) 2012 (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) right arrow (a) 2008 (b) 2009 (c) 2010 (d) 2011 (e) 2012 (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. Do not include gain or loss from the sale of capital assets (Explain in Part IV.)..            
11 Total support (Add lines 7 through 10).            
12
12
 
13
First five years. If the Form 990 is for the organization's first, second, third, fourth, or fifth tax year as a 501(c)(3) organization, check this box and stop here........................................right arrow
Section C. Computation of Public Support Percentage
14
14
 
15
15
 
16a
b
17a
b
18
Private foundation. If the organization did not check a box on line 13, 16a, 16b, 17a, or 17b, check this box and see
instructions ..................................................... right arrow
Schedule A (Form 990 or 990-EZ) 2012
Schedule A (Form 990 or 990-EZ) 2012
Page 3
Part III
Support Schedule for Organizations Described in Section 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) right arrow (a) 2008 (b) 2009 (c) 2010 (d) 2011 (e) 2012 (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) right arrow (a) 2008 (b) 2009 (c) 2010 (d) 2011 (e) 2012 (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) 2012
Schedule A (Form 990 or 990-EZ) 2012
Page 4
Part IV
Supplemental Information. Complete this part to provide the explanations required by Part II, line 10; Part II, line 17a or 17b; and 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) 2012

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
2012
Name of the organization
Loyola University of Chicago
 
Employer identification number

36-1408475
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 on line H of its
Form 990-EZ or on Part I, 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) (2012)

Schedule B (Form 990, 990-EZ, or 990-PF) (2012)
Page 2
Name of organization
Loyola University of Chicago
  		Employer identification number

36-1408475
Part I
Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
     
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total 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)
Total contributions		 (d)
Type of contribution
 
 
 

     
 
   

$  


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

     
 
   

$  


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

     
 
   

$  


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

     
 
   

$  


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

     
 
   

$  


(Complete Part II if there is a noncash contribution.)
Schedule B (Form 990, 990-EZ, or 990-PF) (2012)

Schedule B (Form 990, 990-EZ, or 990-PF) (2012)
Page 3
Name of organization
Loyola University of Chicago
  		Employer identification number

36-1408475
Part II
Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
     
(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) (2012)

Schedule B (Form 990, 990-EZ, or 990-PF) (2012)
Page 4
Name of organization
Loyola University of Chicago
  		Employer identification number

36-1408475
Part III
Exclusively religious, charitable, etc., individual contributions to section 501(c)(7), (8), or (10) organizations
that total 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 $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet$  
Use duplicate copies of Part III if additional space is needed.
(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) (2012)

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
2012
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 35c (Proxy Tax), then
Round Bullet Section 501(c)(4), (5), or (6) organizations: Complete Part III.
Name of the organization
Loyola University of Chicago
 
Employer identification number

36-1408475
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 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 function 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 Paperwork Reduction Act Notice, see the instructions for Form 990 or 990-EZ.
Cat. No. 50084S
Schedule C (Form 990 or 990-EZ) 2012

Schedule C (Form 990 or 990-EZ) 2012
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 SchCMd Bulletexpenses, and share of excess lobbying expenditures).
B Check SchCMd Bullet
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) 2009 (b) 2010 (c) 2011 (d) 2012 (e) Total
             
2a Lobbying nontaxable amount          
             
b Lobbying ceiling amount
(150% of line 2a, column(e)) 		         
             
c Total lobbying expenditures          
             
d Grassroots nontaxable amount          
             
e Grassroots ceiling amount
(150% of line 2d, column (e))		          
             
f Grassroots lobbying expenditures          
Schedule C (Form 990 or 990-EZ) 2012


Schedule C (Form 990 or 990-EZ) 2012
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)).
For each “Yes” response to lines 1a through 1i below, provide in Part IV a detailed description of the lobbying activity.
(a)
No
Yes
(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? .......................
 
No
 
g
Direct contact with legislators, their staffs, government officials, or a legislative body? ........
Yes
 
222,891
h
Rallies, demonstrations, seminars, conventions, speeches, lectures, or any similar means? ......
 
No
 
i
Other activities? ..........................
 
No
 
j
Total. Add lines 1c through 1i ...............................
222,891
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 carry over 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) and if either (a) BOTH Part III-A, lines 1 and 2, are answered “No” OR (b) Part III-A, line 3, is answered “Yes."
1
Dues, assessments and similar amounts from members .....................
1
 
2
Section 162(e) nondeductible 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; Part II-A (affiliated group list); Part II-A, line 2; and Part ll-B, line 1. Also, complete this part for any additional information.
Identifier Return Reference Explanation
LOBBYING ACTIVITY SCHEDULE C, PART II-B, LINE 1 PHILIP HALE, VICE PRESIDENT FOR GOVERNMENT AFFAIRS, IS REGISTERED AS A lobbyist with the U.S. House of Representatives, the United States Senate, and the State of Illinois. Jennifer Clark, Associate Vice President of Campus-Community Planning, and Wayne Magdziarz, Sr. Vice President, Capital Planning & Campus Management, are both registered with the City of Chicago. During fiscal year 2013, the lobbying activities of the University involved contacts with legislators and their staffs at the Federal, State, and City levels. These contacts, through office visits, phone conversations, and large gatherings were principally for purposes of goodwill and for issues related to student financial aid and tax issues at the Federal, State, and City levels.
Schedule C (Form 990 or 990EZ) 2012

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, 11a, 11b, 11c, 11d, 11e, 11f, 12a, or 12b
SchDMd Bullet Attach to Form 990. SchDMd Bullet See separate instructions.
OMB No. 1545-0047
2012
Open to Public Inspection
Name of the organization
Loyola University of Chicago
 
Employer identification number

36-1408475
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 can 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 through 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 4
b Total acreage restricted by conservation easements .................. 2b  
c Number of conservation easements on a certified historic structure included in (a) ..... 2c 4
d Number of conservation easements included in (c) acquired after 8/17/06, and not on a historic structure listed in the National Register .................... 2d  
3
Number of conservation easements modified, transferred, released, extinguished, or terminated by the organization during
the tax year SchDMd Bullet  
4
Number of states where property subject to conservation easement is located SchDMd Bullet1
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 Bullet10.00
7
Amount of expenses incurred in monitoring, inspecting, and enforcing conservation easements during the year
SchDMd Bullet $ 925
8
Does each conservation easement reported on line 2(d) above satisfy the requirements of section 170(h)(4)(B)(i) and section 170(h)(4)(B)(ii)? .......................................
9
In Part XIII, 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 (ASC 958), 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 XIII, the text of the footnote to its financial statements that describes these items.
b
If the organization elected, as permitted under SFAS 116 (ASC 958), 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 $ 1,113,460
(ii)
Assets included in Form 990, Part X ..............................SchDMd Bullet $ 17,301,395
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 (ASC 958) 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 Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 52283D
Schedule D (Form 990) 2012

Schedule D (Form 990) 2012
Page 2
Part III
Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets (continued)
3
Using the organization’s acquisition, 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
SEE PART XIV
c
4
Provide a description of the organization’s collections and explain how they further the organization’s exempt purpose in
Part XIII.
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 XIII 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 XIII. Check here if the explanation has been provided in Part XIII ........
Part V
Endowment Funds. Complete if the organization answered "Yes" to Form 990, Part IV, line 10.
(a)Current year (b)Prior year b (c)Two years back (d)Three years back (e)Four years back
1a Beginning of year balance .... 405,954,736 388,739,191 315,304,802 278,873,125 372,525,616
b Contributions ........ 14,241,770 22,744,405 13,967,327 11,868,039 17,395,761
c Net investment earnings, gains, and losses 51,691,184 6,533,445 70,448,551 35,226,804 -99,061,253
d Grants or scholarships ..... 2,806,701 2,950,842 2,905,374 2,836,049 3,516,709
e Other expenditures for facilities
and programs ........ 		5,336,025 7,436,295 6,824,933 6,716,120 7,162,632
f Administrative expenses .... 1,796,128 1,675,168 1,251,182 1,110,997 1,307,658
g End of year balance ...... 461,948,836 405,954,736 388,739,191 315,304,802 278,873,125
2
Provide the estimated percentage of the current year end balance (line 1g, column (a)) held as:
a
Board designated or quasi-endowment SchDMd Bullet49.000 %
b
Permanent endowment SchDMd Bullet28.000 %
c
Temporarily restricted endowment SchDMd Bullet23.000 %
The percentages in lines 2a, 2b, and 2c should equal 100%.
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 XIII the intended uses of the organization's endowment funds.
Part VI
Land, Buildings, and Equipment. See Form 990, Part X, line 10.
Description of property (a) Cost or other basis (investment) (b)Cost or other basis (other) (c) Accumulated depreciation (d) Book value
1a Land ................. 47,110,059 126,975,382 174,085,441
b Buildings ................ 54,209,861 942,298,384 333,670,143 662,838,102
c Leasehold improvements ............ 938,583 40,424,188 24,119,517 17,243,254
d Equipment ................ 275,439 111,533,417 59,017,329 52,791,527
e Other .................   138,763,788 16,354,156 122,409,632
Total. Add lines 1a through 1e. (Column (d) must equal Form 990, Part X, column (B), line 10(c).).......SchDMdBullet 1,029,367,956
Schedule D (Form 990) 2012

Schedule D (Form 990) 2012
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    
(3)Other
(A) Marketable Equity Investments 		128,616,928 F

(B) Private Equity Investments 		41,232,872 F

(C) Fixed Income Investments 		64,955,561 F

(D) Real Estate 		41,613,611 F





Total. (Column (b) must equal Form 990, Part X, col. (B) line 12.)Small Bullet 276,418,972
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) must 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) Receivable from Trinity Health 75,000,000
(2) INTEREST HELD PERPETUAL TRUST 10,289,239
(3) BENEFICIAL INTEREST TRUST 561,390
(4) Gift Property 1,201,051
(5) LUC/TRINITY HEALTH ESCROW 20,003,672
(6) IFA '12 TAX EXEMPT BOND ESCROW 8,479,385
(7) LAND HELD FOR SALE 18,720,860


Total. (Column (b) must equal Form 990, Part X, col.(B) line 15.)...........Small Bullet 134,255,596
Part X
Other Liabilities. See Form 990, Part X, line 25.
1.(a) Description of liability (b) Book value
Federal income taxes 0
COND. ASSET RETIREMENT OBLIGATION 2,824,606
Refundable Advances - Loans 18,818,134
Pension and Other Post Retirement 49,424,986






Total. (Column (b) must equal Form 990, Part X, col.(B) line 25.)Small Bullet 71,067,726
2. Fin 48 (ASC 740) Footnote. In Part XIII, 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 (ASC 740). Check here if the text of the footnote has been provided in Part XIII .....................................................
Schedule D (Form 990) 2012

Schedule D (Form 990) 2012
Page 4
Part XI 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 XIII.) ............ 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 XIII.) ........... 4b  
c Add lines 4a and 4b....................... 4c  
5 Total revenue. Add lines 3 and 4c. (This must equal Form 990, Part I, line 12.) ...... 5  
Part XII 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 XIII.) ............ 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 XIII.) ............ 4b  
c Add lines 4a and 4b....................... 4c  
5 Total expenses. Add lines 3 and 4c. (This must equal Form 990, Part I, line 18.) ...... 5  
Part XIII
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, line 2; Part XI, lines 2d and 4b; and Part XII, lines 2d and 4b. Also complete this part to provide any additional information.
Identifier Return Reference Explanation
Conservation Easements Schedule D, Part II, Question 5, 6, 7 and 9 Loyola University Chicago has two properties listed on the National Register of Historic Places: The Mundelein Center (formerly known as the Mundelein College Skyscraper) and the 14-16 East Pearson building. Further, the University has three properties that are designated as Chicago Landmarks: The Madonna Della Strada Chapel, Lewis Towers and the Mundelein Center. There is no specific written policy regarding the periodic monitoring, inspection, violations, and enforcement of the conservation easements held by the University. However, the Office of the General Counsel and the University's Capital Planning Group are aware of the regulations attached to these buildings, as dictated by the National Register of Historic Places and the Commission on Chicago Landmarks. As such, before any changes, modifications or renovations are made to these structures, the appropriate rules and regulations are reviewed and followed. It is estimated that staff members spend approximately ten hours annually on these activities. Additionally, the conservation easements related to the aforementioned buildings are not reported in either the balance sheet or the revenue and expense statement of the University, as there is no book value to the easements. They are solely measures in place to protect the historical integrity of the buildings.
Description and purpose of organization's art collections Schedule D, Part III, Question 4 The Loyola University Museum of Art (LUMA) Collection was developed for new acquisitions of art that address the LUMA mission as a complement to the D'Arcy Collection and includes art and artifacts from antiquities to the present. Recent acquisitions have included Neolithic sculpture, contemporary prints, drawings, photographs and textiles. LUMA is dedicated to the exploration, promotion and understanding of art and artistic expression that attempts to illuminate the enduring spiritual questions and concerns of all cultures and societies. The Museum interprets and displays the University's Medieval and Renaissance collection, known as the Martin D'Arcy, S.J. Collection,other Museum permanent collections and rotating exhibitions. As a museum with an interest in education and educational programming, the Loyola University Museum of Art reflects the University's Jesuit Mission and is dedicated to helping men and women of all creeds explore the roots of their own faith and spiritual quest.
Balance Sheet Escrow Liabilities explanation Schedule D, Part IV, Question 2b Loyola holds assets for various student organizations, study abroad programs, and third-party scholarship awards in agency accounts, which are pass-through liability accounts where assets are held for the benefit of the third-party. Loyola does not control how these funds are spent and has these accounts set up for the convenience of outside organizations to use Loyola's services.
Intended uses of Endowment Funds Schedule D, Part V, Question 4 The endowment funds have been established to provide a stable source of funding for university academic programs, financial aid, and faculty support on a long-term time horizon.
Schedule D (Form 990) 2012

Additional Data


Software ID:  
Software Version:  




SCHEDULE E(Form 990 or 990-EZ)
Department of the TreasuryInternal Revenue Service
Schools
Right pointing arrow large imageComplete if the organization answered "Yes" to Form 990, Part IV, line 13,or Form 990-EZ, Part VI, line 48.Right pointing arrow large image Attach to Form 990 or Form 990-EZ.
OMB No. 1545-0047
2012
Open to Public Inspection
Name of the organization
Loyola University of Chicago
 
Employer identification number

36-1408475
Part I
YES
NO
1
Does the organization have a racially nondiscriminatory policy toward students by statement in its charter, bylaws,
other governing instrument, or in a resolution of its governing body? ......................
1
Yes
 
2
Does the organization include a statement of its racially nondiscriminatory policy toward students in all its
brochures, catalogues, and other written communications with the public dealing with student admissions,
programs, and scholarships? ......................................
2
Yes
 
3
Has the organization publicized its racially nondiscriminatory policy through newspaper or broadcast media during
the period of solicitation for students, or during the registration period if it has no solicitation program, in a way
that makes the policy known to all parts of the general community it serves? If "Yes," please describe. If "No,"
please explain. If you need more space use Part II. .............................
3
Yes
 
 
4
Does the organization maintain the following?
a
Records indicating the racial composition of the student body, faculty, and administrative staff? ..........
4a
Yes
 
b
Records documenting that scholarships and other financial assistance are awarded on a racially nondiscriminatory
basis? ...............................................
4b
Yes
 
c
Copies of all catalogues, brochures, announcements, and other written communications to the public dealing
with student admissions, programs, and scholarships? ...........................
4c
Yes
 
d
Copies of all material used by the organization or on its behalf to solicit contributions? ..............
4d
Yes
 
If you answered "No" to any of the above, please explain. If you need more space, use Part II.
 
5
Does the organization discriminate by race in any way with respect to:
a
Students' rights or privileges? .....................................
5a
 
No
b
Admissions policies? .........................................
5b
 
No
c
Employment of faculty or administrative staff? ..............................
5c
 
No
d
Scholarships or other financial assistance? ................................
5d
 
No
e
Educational policies? .........................................
5e
 
No
f
Use of facilities? ...........................................
5f
 
No
g
Athletic programs? ..........................................
5g
 
No
h
Other extracurricular activities? .....................................
5h
 
No
If you answered "Yes" to any of the above, please explain. If you need more space, use Part II.
 
6a
Does the organization receive any financial aid or assistance from a governmental agency? ...........
6a
Yes
 
b
Has the organization's right to such aid ever been revoked or suspended? ...................
6b
 
No
If you answered "Yes" to either line 6a or line 6b, explain on Part II.
7
Does the organization certify that it has complied with the applicable requirements of sections 4.01 through 4.05
of Rev. Proc. 75-50, 1975-2 C.B. 587, covering racial nondiscrimination? If "No," explain on Part II.
7
Yes
 
Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50085D
Schedule E (Form 990 or 990-EZ) 2012
Schedule E (Form 990 or 990EZ) 2012
Page 2
Part II
Supplemental Information. Complete this part to provide the explanations required by Part I, lines 3, 4d, 5h, 6b, and 7, as applicable. Also complete this part to provide any other additional information (see instructions).
Identifier Return Reference Explanation
SCHEDULE E, LINE 3   On Monday, May 20, 2013 the University published an advertisement in the Chicago Tribune, a widely read newspaper in the community. This year's advertisement was titled "Diversity in Thought. Diversity in Faith. Diversity in Practice."
SCHEDULE E, LINE 6A   A number of federal, state and local agencies issue grants and contracts to the University for research, training and general educational support.
Schedule E (Form 990 or 990-EZ) 2012
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
2012
Open to Public Inspection
Name of the organization
Loyola University of Chicago
 
Employer identification number

36-1408475
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. (The following Part I, line 3 table can be duplicated if additional space is needed.)
(a) Region (b) Number of offices in the region (c) Number of employees, agents, and independent contractors in region (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 and investments
in region
Central America and the Caribbean     Grantmaking   73,041
East Asia and the Pacific     Grantmaking   36,501
Europe (including Iceland and Greenland)     Grantmaking   95,406
Middle East and North Africa     Grantmaking   82,624
North America     Grantmaking   8,570
Sub-Saharan Africa     Grantmaking   169,494
Europe (including Iceland and Greenland) 1 64 Program Services Study Abroad Programs 7,199,318
Central America and the Caribbean     Program Services Study Abroad Programs 24,186
South America     Program Services Study Abroad Programs 142,034
Middle East and North Africa     Program Services Study Abroad Programs 39,888
East Asia and the Pacific 1 3 Program Services Study Abroad Programs 515,019
Europe (including Iceland and Greenland)     Program Services Board of Trustees Meet 41,422
Central America and the Caribbean     Program Services INT'L IMMERSION PRGM. 351,359
East Asia and the Pacific     Program Services INT'L IMMERSION PRGM. 40,251
Europe (including Iceland and Greenland)   1 Program Services FACULTY RESEARCH 405,170
Middle East and North Africa   4 Program Services Entrepreneurship PRGM. 59,218
North America     Program Services Faculty Research 4,466
South America     Program Services INT'L IMMERSION PRGM. 53,453
South Asia     Program Services Faculty Research 1,217
Sub-Saharan Africa     Program Services INT'L IMMERSION PRGM. 63,598
Central America and the Caribbean     Investments Foreign Investments 35,430,323
3a Sub-total ..... 2 72 9,287,967
b Total from continuation sheets to Part I ...     35,548,591
c Totals (add lines 3a and 3b) 2 72 44,836,558
For Paperwork Reduction Act Notice, see the Instructions for Form 990.Cat. No. 50082W Schedule F (Form 990) 2012
Schedule F (Form 990) 2012
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. Part II can be duplicated 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)
East Asia and the Pacific BEIJING Center Support 30,000 WIRE TRSFR.      
Sub-Saharan Africa Research on the variation in Severity of Sickle Cell Disease among the Yorubas 54,660 WIRE TRSFR.      
Europe (Including Iceland and Greenland) Treatment for bipolar depression 38,000 WIRE TRSFR.      
East Asia and the Pacific Water quality criteria and testing model 6,501 WIRE TRSFR.      
Sub-Saharan Africa METS: Energy Obesity and Diabetes 57,324 WIRE TRSFR.      
Middle East and North Africa Local governance, citizenship and democracy 82,624 WIRE TRSFR.      
North America Genetics of Hypertension in Blacks research 8,570 WIRE TRSFR.      
Sub-Saharan Africa Malaria transmission blocking immunity 14,310 WIRE TRSFR.      
Europe (Including Iceland and Greenland) METS: Energy Obesity and Diabetes 32,406 WIRE TRSFR.      
Sub-Saharan Africa Modeling the Epidemiologic Transition research 43,200 WIRE TRSFR.      
Central America and the Caribbean Modeling the Epidemiologic Transition research 73,041 WIRE TRSFR.      
Europe (Including Iceland and Greenland) Conferences in the Centre for Catholic Studies 25,000 WIRE TRSFR.      
             
             
             
             
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
11
3
Enter total number of other organizations or entities .......................MediumBullet
1
Schedule F (Form 990) 2012
Schedule F (Form 990) 2012Page 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.
Part III can be duplicated 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)
Fellowship Europe (Including Iceland and Greenland) 14 207,152 WIRE TRSFR.      
Scholarship Europe (Including Iceland and Greenland) 15 525,962 WIRE TRSFR.      
               
               
               
               
               
               
               
               
               
               
               
               
               
               
               
               
Schedule F (Form 990) 2012
Schedule F (Form 990) 2012
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, Return by a U.S. Transferor of Property to a Foreign Corporation (see Instructions for Form 926)......................................
2 Did the organization have an interest in a foreign trust during the tax year? If “Yes,” the organizationmay be required to file Form 3520, Annual Return to Report Transactions with Foreign Trusts and Receipt of Certain Foreign Gifts, and/or Form 3520-A, Annual Information Return of Foreign Trust With a U.S. Owner (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) 2012
Schedule F (Form 990) 2012
Page 5
Part V
Supplemental Information
Complete this part to provide the information required by Part I, line 2 (monitoring of funds); Part I, line 3, column (f) (accounting method; amounts of investments vs. expenditures per region); Part II, line 1 (accounting method); Part III (accounting method); and Part III, column (c) (estimated number of recipients), as applicable. Also complete this part to provide any additional information (see instructions).
Identifier ReturnReference Explanation
Organization's Procedures for Monitoring Use of Grant Funds Outside the US Schedule F, Part 1, Question 2 Any organizations and entities receiving grants from LUC are required to submit annual progress reports on the use of these funds. These progress reports are monitored and reviewed by the principal investigators to ensure funds are being used appropriately.
Description of how expenditures are reported Schedule F, Part I, Line 3, Column (f) We maintain a separate sub-ledger related to our Rome Center study abroad campus, which includes the expenses related to that program. For other study abroad programs which are conducted through other educational institutions, we maintain separate accounting units within our general ledger in order to track these expenses.
Method used to account for cash grants in Part II Schedule F, Part II Grant Assistance is recognized when the expenses are incurred. We maintain a separate accounting unit for each grant within our general ledger in order to track these expenses.
     
     
     
     
     
     
     
     
     
     
     
     
     
     
     
     
     
     
     
     
     
     
Schedule F (Form 990) 2012
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. Form 990-EZ filers are not required to complete this part. right arrowAttach to Form 990 or Form 990-EZ. right arrowSee separate instructions.
OMB No. 1545-0047
2012
Open to Public Inspection
Name of the organization
Loyola University of Chicago
 
Employer identification number

36-1408475
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.
(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
Cambell Company Training   No   19,144  
Ter Molen Watkins Brandt Consulting   No   17,362  
Blackbaud Inc Fundraising   No   9,750  
Robert Cummings Fundraising   No   6,436  
             
             
             
             
             
             
Total .................right arrow   52,692  
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.
AL, AK, AZ, AR, CA, CT, DE, DC, FL, GA, GU, HI, ID, IL, IN, IA, KS, KY, LA, ME, MD, MA, MI, MN, MS, MO, MT, NE, NV, NH, NJ, NM, NY, NC, ND, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VT, VA, WA, WV, WI, WY
For Paperwork Reduction Act Notice, see the Instructions for Form 990or 990-EZ.
Cat. No. 50083H
Schedule G (Form 990 or 990-EZ) 2012
Schedule G (Form 990 or 990-EZ) 2012
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 of fundraising event contributions and gross income on Form 990-EZ, lines 1 and 6b. List events with gross receipts greater than $5,000.
(a) Event #1

STRITCH DINNER
(event type) 		(b) Event #2

FOUNDER DINNER
(event type) 		(c) Other events

2
(total number) 		(d) Total events
(add col. (a) through col. (c))
VerticalRevenue 1 Gross receipts . . . 525,554 444,650 214,310 1,184,514
2 Less: Contributions . . 409,054 368,050 75,510 852,614
3 Gross income (line 1
minus line 2) . . . 		116,500 76,600 138,800 331,900
VerticalDirectExpenses 4 Cash prizes . . .        
5 Noncash prizes . .        
6 Rent/facility costs . . 160,193 130,561 94,363 385,117
7 Food and beverages . 198,233 111,345 155,194 464,772
8 Entertainment . . . 13,647 1,804 9,810 25,261
9 Other direct expenses . 54,593 27,810 10,687 93,090
10 Direct expense summary. Add lines 4 through 9 in column (d) ........... right arrow 968,240
11 Net income summary. Combine line 3, column (d), and line 10. .......... right arrow -636,340
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 . . . .     28,119 28,119
VerticalDirectExpenses 2 Cash prizes . . . .        
3 Non-cash prizes . . .     18,200 18,200
4 Rent/facility costs . . .        
5 Other direct expenses . .     800 800
6 Volunteer labor . . .
 
 
 
7 Direct expense summary. Add lines 2 through 5 in column (d) ........... right arrow 19,000
8 Net gaming income summary. Combine lines 1 and 7 in column (d) .......... right arrow 9,119
9
Enter the state(s) in which the organization operates gaming activities: IL
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:
 
Schedule G (Form 990 or 990-EZ) 2012
Schedule G (Form 990 or 990-EZ) 2012
Page 3
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? ..........................
13
Indicate the percentage of gaming activity operated in:
a
The organization's facility ......................
13a
 
b
An outside facility ........................
13b
100.000 %
14
Enter the name and address of the person who prepares the organization's gaming/special events books and records:
Name right arrow
Andrea C Sabitsana
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 of the third party:
Name right arrow
Address right arrow
 
 
16
Gaming manager information:
Name right arrow
Richard Williams Director of Speci
Gaming manager compensation right arrow $  
Description of services provided right arrow
Organized raffle
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
Supplemental Information. Complete this part to provide the explanations required by Part I, line 2b, columns (iii) and (v), and Part III, lines 9, 9b, 10b, 15b, 15c, 16, and 17b, as applicable. Also complete this part to provide any additional information (see instructions).
Identifier Return Reference Explanation
Amounts paid to consultants for fundraising, training and consulting Form 990, Schedule G, Part I, Line 2b During fiscal year 2013, the University spent $52,692.18 for training and consulting services related to fundraising. These services did not provide direct fundraising receipts but instead provided general training and guidance to employees of the University working in the area of fundraising.
Schedule G (Form 990 or 990-EZ) 2012
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
2012
Open to Public
Inspection
Name of the organization
Loyola University of Chicago
 
Employer identification number
36-1408475
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. Part II can be duplicated if additional space is needed.
(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) Adler Planetarium Chicago
1300 SLake Shore Dr
Chicago,IL60605 		36-6210902 501 (c)(3) 9,658       Promoting an understanding of science, sustainability & service in classrooms & with families
(2) Black Men's Xchange National
1396 Falls River Dr
Conyers,GA30013 		27-2330266 501 (c)(3) 84,224       Research to evaluate locally developed HIV prevent RELATED TO REDEVELOPMENT.
(3) Cares
5000 S Fifth Ave
Hines,IL60141 		36-3334177 501 (c)(3) 18,500       Health services research
(4) Case Western Reserve University
10900 Euclid Avenue
Cleveland,OH44106 		34-1018992 501 (c)(3) 31,906       Develop statistical methods
(5) Children's Hospital Boston
PO Box 414413
Boston,MA02241 		04-2774441 501 (c)(3) 10,433       Research on the genetics of Hypertension in Blacks BLACKS.
(6) Cornell University
341 Pine Tree Road
Ithaca,NY14850 		15-0532082 501 (c)(3) 11,084       Race related stressors, identity and mental health
(7) Depaul University
1 East Jackson Blvd
Chicago,IL60604 		36-2167048 501 (c)(3) 20,755       Migration and immigrant integration research
(8) Drexel University
3201 Arch St
Philadelphia,PA19104 		23-1352630 501 (c)(3) 33,758       Obesity research
(9) Health And Medicine Policy Research Group
29 E Madison Suite 602
Chicago,IL60602 		36-3143826 501 (c)(3) 10,000       Schweitzer Fellowship
(10) Hematology Oncology Consultants
100 Spalding Drive
Naperville,IL60540 		36-3082580   5,320       Breast cancer therapy research
(11) Hines Va Hospital
PO Box 1490
Hines,IL60141 		36-3767770 170(c)(1) 99,359       Molecular Pharmacology, Therapeutics & Neuroscience research
(12) Illinois Institute Of Technology
3300 S Federal St
Chicago,IL60616 		36-2170136 501 (c)(3) 49,841       Cardiovascular research
(13) Indiana University
PO Box 66057
Indianapolis,IN46266 		35-6001673 170(c)(1) 158,415       Chemokine-mediated modulation of opioid induced pain research
(14) Lawrence Livermore National Laboratory
PO Box 5516
Livermore,CA94551 		20-5624386 501 (c)(3) 333,824       Anthrax vaccination research
(15) Lift Inc
1620 I ST NW 820
Washington,DC20006 		52-2168409 501 (c)(3) 25,000       Platinum sponsorship for the LIFT LOCAL 2013 dinner
(16) Los Alamos National Laboratory
PO Box 1663
Los Alamos,NM87545 		20-3104541 170(c)(1) 17,694       Integration of HCV molecular virology and mathematical modeling
(17) Loyola University Medical Center
2160 South First Avenue
Maywood,IL60153 		36-3342448 501 (c)(3) 15,003       HOSPITAL 5K
(18) Medical University Of South Carolina
19 Hagood Ave STE 303
Charleston,SC29425 		57-6000722 170(c)(1) 1,133,619       Modulating tolerance in a spontaneous mouse research model
(19) Michigan State University
301 Admin BLDG
East Lansing,MI48824 		38-6005984 170(c)(1) 236,555       Sexuality in adolescences research
(20) Midwestern University
555 31st Street
Downers Grove,IL60515 		36-3377698 501 (c)(3) 12,979       Burn trauma & infection
(21) Naval Surface Warfare Center
17632 Dahlgren Rd
Dahlgren,VA22448 		52-0592178 170(c)(1) 157,281       Bio-threat agent research
(22) North Dakota State University
PO Box 6050
Fargo,ND58108 		45-6002439 170(c)(1) 9,933       Modern methods in calculus of variations research
(23) Northwestern University
633 Clark Street
Evanston,IL60208 		32-2167817 501 (c)(3) 15,391       Modeling obesity through simulation
(24) Oregon State University
PO Box 1086
Corvalis,OR97331 		48-1278540 170(c)(1) 55,987       Restoring Wetland Biodiversity
(25) Purdue University
401 S Grant St
West Lafayette,IN47907 		35-6002041 170(c)(1) 421,361       Mechanisms of viral proteases research
(26) Research Foundation Of State Of University Of New
230 W 41st St 7th Fl
New York,NY74906 		13-1988190 501 (c)(3) 87,597       Influence of oyster restoration research
(27) Rush University Medical Center
1725 W Harrison
Chicago,IL60612 		36-2174823 501 (c)(3) 37,000       Oral HIV vaccine research
(28) University Of Illinois At Chicago
1737 West Polk St
Chicago,IL60612 		37-6000511 170(c)(1) 69,829       Teachers training & HIV research
(29) University Of Iowa
Acct B5 Jessup Hall
Iowa City,IA52242 		42-6004813 170(c)(1) 6,628       Entry & pathogenesis of corona viruses research
(30) University Of New Mexico
MSC 05 3180-1
Albuquerque,NM87131 		85-6000642 170(c)(1) 34,209       Motivational interviewing
(31) University Of North Carolina At Chapel Hill
104 Airport Drive
Chapel Hill,NC27599 		56-6001393 170(c)(1) 19,109       Mechanical ventilation research
(32) University Of Notre Dame
940 Grace Hall
Notre Dame,IN46556 		35-0868188 501 (c)(3) 11,927       Prey availability for nesting Blackbirds on the Copper River
(33) University Of Wisconsin - Madison
21 N Park StSte 6401
Madison,WI53715 		39-6006492 170(c)(1) 60,644       Mechanical ventilation research
(34) American Quality Schools Corp
850 West Jackson
PO BOX 1086
Chicago,IL60607 		36-4298732 501 (c)(3) 14,825       Federal Work Study Reimbursement
(35) Ann & Robert H Lurie Children's Hospital
225 E Chicago Ave
Chicago,IL60611 		36-2170833 501 (c)(3) 9,579       Federal Work Study Reimbursement
(36) Asian Human Services
4753 North Broadway 700
Chicago,IL60640 		36-3698770 501 (c)(3) 23,356       Federal Work Study Reimbursement
(37) Better Boys Foundation
1512 S Pulaski
Chicago,IL60623 		36-2484473 501 (c)(3) 6,805       Federal Work Study Reimbursement
(38) Centro Romero
6216 North Clark Street
Chicago,IL60660 		36-3517408 501 (c)(3) 10,845       Federal Work Study Reimbursement
(39) Chicago House and Social Service Agency
1925 North Clybourn 401
Chicago,IL60614 		36-3376432 501 (c)(3) 5,436       Federal Work Study Reimbursement
(40) Chicago Jewish Day School
5959 N Sheridan Road
Chicago,IL60660 		36-4437180 501 (c)(3) 8,666       Federal Work Study Reimbursement
(41) Chicago Public Schools
640 W Scott Street
Chicago,IL60610 		36-6005821 170(c)(1) 12,106       Federal Work Study Reimbursement
(42) CircEsteem
4730 N Sheridan Road
Chicago,IL60640 		36-0050649 501 (c)(3) 10,587       Federal Work Study Reimbursement
(43) FEMI Memorial Outreach Fund
5875 N Lincoln Ave
Chicago,IL60659 		03-0549622 501 (c)(3) 9,394       Federal Work Study Reimbursement
(44) Hamdard Center
1542 West Devon Avenue
Chicago,IL60660 		36-3917885 501 (c)(3) 19,719       Federal Work Study Reimbursement
(45) Housing Opportunities for Women
1607 W Howard St
Chicago,IL60626 		36-3263818 501 (c)(3) 19,748       Federal Work Study Reimbursement
(46) Indo American Center
6328 N California Ave
Chicago,IL60659 		36-3689665 501 (c)(3) 13,830       Federal Work Study Reimbursement
(47) Instituto Health Sciences Career Academy
2520 S Western Avenue
Chicago,IL60608 		27-1488618 501 (c)(3) 9,523       Federal Work Study Reimbursement
(48) Living Works
6808 N Ashland Blvd
Chicago,IL60626 		36-3946012 501 (c)(3) 15,363       Federal Work Study Reimbursement
(49) McGaw YMCA
1000 Grove Street
Evanston,IL60201 		36-2169194 501 (c)(3) 14,135       Federal Work Study Reimbursement
(50) Muslim Women Resource Center
6349 N Western Avenue
Chicago,IL60659 		68-0489248 501 (c)(3) 5,231       Federal Work Study Reimbursement
(51) National Runaway Switchboard
3080 North Lincoln Avenue
Chicago,IL60657 		36-2726331 501 (c)(3) 5,478       Federal Work Study Reimbursement
(52) Office of Catholic Schools
835 North Rush Street
Chicago,IL60611 		36-2170826 501 (c)(3) 20,138       Federal Work Study Reimbursement
(53) Sacred Heart Schools
6250 North Sheridan
Chicago,IL60660 		36-2170839 501 (c)(3) 28,054       Federal Work Study Reimbursement
(54) United Church of Rogers Park
1545 W Morse Ave
Chicago,IL60626 		36-2677402 501 (c)(3) 8,021       Federal Work Study Reimbursement
(55) Youth Organizations Umbrella Inc
1027 Sherman Avenue
Evanston,IL60202 		36-2734966 501 (c)(3) 51,770       Federal Work Study Reimbursement
2
Enter total number of section 501(c)(3) and government organizations listed in the line 1 table ................ Bullet Image
39
3
Enter total number of other organizations listed in the line 1 table ........................ . Bullet Image
16
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50055P
Schedule I (Form 990) 2012

Schedule I (Form 990) 2012
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.
Part III can be duplicated 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
(1) Scholarships to Individuals 10767 134,151,337      
(2) Fellowships 148 755,426      










Part IV
Supplemental Information.
Complete this part to provide the information required in Part I, line 2, Part III, column (b), and any other additional information.
Identifier Return Reference Explanation
Form 990, Schedule I Description of Organization's Procedures for Monitoring the Use of Grants All grants and scholarships are awarded on a nondiscriminatory basis. Amounts are applied directly towards a student's tuition, room, and board costs, thereby ensuring the funds are used as intended. Additionally, any organizations and entities receiving subcontract grants from Loyola University Chicago are required to submit annual progress reports on the use of these funds. These progress reports are monitored and reviewed by the principal investigators to ensure funds are being used appropriately.
Schedule I (Form 990) 2012


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
2012
Open to Public Inspection
Name of the organization
Loyola University of Chicago
 
Employer identification number

36-1408475
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 or provision of all of 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 filing organization used to establish the compensation of the
organization's CEO/Executive Director. Check all that apply. Do not check any boxes for methods
used by a related organization to establish compensation of the CEO/Executive Director, but explain in Part III.
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
 
No
b
Participate in, or receive payment from, a supplemental nonqualified retirement plan? .........
4b
 
No
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 Regulations section 53.4958-4(a)(3)? If "Yes," describe
in Part III .............................
8
 
No
9
If "Yes" to line 8, did the organization also follow the rebuttable presumption procedure described in Regulations section 53.4958-6(c)? .........................
9
 
 
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50053T
Schedule J (Form 990) 2012

Schedule J (Form 990) 2012
Page 2
Part II
Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees. Use duplicate copies if additional space is 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) for each listed individual must equal the total amount of Form 990, Part VII, Section A, line 1a, applicable column (D) and (E) amounts for that individual.
(A) Name and Title (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 as deferred
in prior Form 990
(i) Base compensation (ii) Bonus & incentive compensation (iii) Other reportable compensation
(1)Pamela G CostasAsst Secr. & Dep. Gen. COUNSEL (i)
(ii)		 188,507
0 		10,000
0 		426
0 		20,104
0 		9,294
0 		228,331
0 		0
0
(2)Richard L Gamelli MDSr VP & Provost Health Science (i)
(ii)		 632,125
0 		 
0 		3,564
0 		23,375
0 		16,974
0 		676,038
0 		0
0
(3)Philip D HaleVP for Governemt Affairs (i)
(ii)		 173,225
0 		 
0 		600
0 		19,865
0 		15,640
0 		209,330
0 		0
0
(4)Jonathan R HeintzelmanSr. VP for Advancement (i)
(ii)		 276,312
0 		 
0 		3,980
0 		27,750
0 		15,874
0 		323,916
0 		0
0
(5)Emilio IodiceVP, Dir. John Felice Rome CTR. (i)
(ii)		 194,988
0 		 
0 		113,372
0 		15,784
0 		1,955
0 		326,099
0 		0
0
(6)Eric C JonesTreasurer & INVESTMENT OFFICER (i)
(ii)		 177,504
0 		10,000
0 		272
0 		16,573
0 		22,749
0 		227,098
0 		0
0
(7)Robert D KellyVP for Student Development (i)
(ii)		 226,169
0 		 
0 		357
0 		18,598
0 		15,472
0 		260,596
0 		0
0
(8)Thomas M KellySr. VP for Admin. SERV, & CHRO (i)
(ii)		 236,292
0 		 
0 		575
0 		24,581
0 		20,333
0 		281,781
0 		0
0
(9)William G LairdSr. VP for Finance & CFO (i)
(ii)		 309,311
0 		15,000
0 		6,163
0 		24,595
0 		19,057
0 		374,126
0 		0
0
(10)Wayne MagdziarzSr. VP FOR CAPITAL PLANNING (i)
(ii)		 270,258
0 		 
0 		5,258
0 		24,668
0 		12,858
0 		313,042
0 		0
0
(11)Susan MalischVP & Chief Information Officer (i)
(ii)		 256,288
0 		5,000
0 		618
0 		25,000
0 		10,926
0 		297,832
0 		0
0
(12)Ellen Kane MunroSr. VP, Gen. Counsel & SECR. (i)
(ii)		 250,063
0 		 
0 		3,089
0 		27,750
0 		17,619
0 		298,521
0 		0
0
(13)John P PelisseroProvost for Lakeside Campuses (i)
(ii)		 307,200
0 		0
0 		2,208
0 		27,750
0 		20,548
0 		357,706
0 		0
0
(14)Kelly ShannonVP OF Univ. Marketing and COM. (i)
(ii)		 186,380
0 		50
0 		673
0 		22,308
0 		25,921
0 		235,332
0 		0
0
(15)Linda Brubaker MDDean, Stritch School of Med. (i)
(ii)		 341,669
0 		0
0 		2,472
0 		23,913
0 		28,324
0 		396,378
0 		0
0
(16)Kathleen A GetzDean, School of Business (i)
(ii)		 276,378
0 		0
0 		1,031
0 		25,000
0 		22,579
0 		324,988
0 		0
0
(17)Pieter DeTombeCell & Molecular Phys. Chair (i)
(ii)		 312,271
0 		0
0 		2,255
0 		27,750
0 		58,971
0 		401,247
0 		0
0
(18)Richard KennedyVice Provost for Research (i)
(ii)		 307,414
0 		0
0 		3,322
0 		27,750
0 		15,930
0 		354,416
0 		0
0
(19)Porter MoserHead Basketball Coach (i)
(ii)		 321,754
0 		0
0 		532
0 		25,000
0 		23,038
0 		370,324
0 		0
0
(20)Tarun PatelMolecular Pharmacology CHAIR (i)
(ii)		 315,433
0 		0
0 		2,204
0 		27,750
0 		9,230
0 		354,617
0 		0
0
(21)David YellenDean, School of Law (i)
(ii)		 393,226
0 		0
0 		2,322
0 		27,750
0 		64,187
0 		487,485
0 		0
0
(22)Abolhassan JalilvandFormer Key Employee (i)
(ii)		 213,501
0 		0
0 		2,257
0 		20,599
0 		25,577
0 		261,934
0 		0
0
(23)FRANCIS FENNELL JRFormer Key Employee (i)
(ii)		 175,031
  		0
  		2,447
  		20,858
  		16,181
  		214,517
  		 
 
Schedule J (Form 990) 2012

Schedule J (Form 990) 2012
Page 3
Part III
Supplemental Information
Complete this part to provide the information, explanation, or descriptions required for Part I, lines 1a, 1b, 3, 4a, 4b, 4c, 5a, 5b, 6a, 6b, 7, and 8, and for Part II.
Also complete this part for any additional information.
Identifier Return Reference Explanation
Housing Allowance or Residence for Personal Use SCHEDULE J, PART I, QUESTION 1A FATHER GARANZINI, S.J., THE PRESIDENT OF THE UNIVERSITY, IS PROVIDED WITH A RESIDENCE HALL ROOM AT THE LAKE SHORE CAMPUS. THIS ROOM IS FOR HIS USE WHEN HE IS ON CAMPUS AS A WAY TO CONNECT WITH THE STUDENT BODY.
Tax Indemnification and Gross-up Payments SCHEDULE J, PART I, QUESTION 1A Emilio Iodice received a tax gross-up payment of $111,101 to cover Italian taxes, as he is an employee of the University's John Felice Rome Center Campus in Italy.
Supplemental Compensation Information - Other non-fixed payments SCHEDULE J, PART I, QUESTION 7 Several persons listed in Part VII, Section A, Line 1a received performance bonuses during calendar year 2012.
Schedule J (Form 990) 2012

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 Part VI.
SchKMediumBullet Attach to Form 990. SchKMediumBullet See separate instructions.
OMB No. 1545-0047
2012
Open to Public
Inspection
Name of the organization
Loyola University of Chicago
 
Employer identification number
36-1408475
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 45200B2C1 04-12-2007 28,980,884 REFUND 1997A BONDS ISSUED 7/9/97   X   X   X
B Illinois Finance Authority
  		86-1091967 45203TAC0 06-04-2008 80,000,000 Refund & new const; see Part VI   X   X   X
C Illinois Finance Authority
  		86-1091967 45203HHM7 05-31-2012 104,526,524 Refund & new const; see Part VI   X   X   X
Part II
Proceeds
A B C D
1 Amount of bonds retired . . . . . . . . . . . . . . 1,230,000 5,960,000 0  
2 Amount of bonds legally defeased . . . . . . . . . . . 2,500,000 0 0  
3 Total proceeds of issue . . . . . . . . . . . . . . 28,980,884 80,082,002 104,566,280  
4 Gross proceeds in reserve funds . . . . . . . . . . . . 0 0 0  
5 Capitalized interest from proceeds . . . . . . . . . . . 0 0 0  
6 Proceeds in refunding escrows . . . . . . . . . . . . 0 0 41,739,951  
7 Issuance costs from proceeds . . . . . . . . . . . . 330,482 0 391,389  
8 Credit enhancement from proceeds . . . . . . . . . . . 0 0 0  
9 Working capital expenditures from proceeds . . . . . . . . . 0 0 0  
10 Capital expenditures from proceeds . . . . . . . . . . . 0 45,131,597 52,004,378  
11 Other spent proceeds . . . . . . . . . . . . . . 28,650,402 34,950,405 1,951,178  
12 Other unspent proceeds . . . . . . . . . . . . . . 0 0 8,479,384  
13 Year of substantial completion . . . . . . . . . . . . 2007 2009 2013
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   X    
2 Are there any lease arrangements that may result in private business use of bond-financed property? . . . . . . . . . X   X     X    
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50193E
Schedule K (Form 990) 2012
Schedule K (Form 990) 2012
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 of bond-financed property? . . . . . . . . . . . . X   X   X      
b If "Yes" to line 3a, does the organization routinely engage bond counsel or other outside counsel to review any management or service contracts relating to the financed property? . . . . . . . . . . . . . . . . X   X   X      
c Are there any research agreements that may result in private business use of bond-financed property? . . . . . . . . . . . . . . .   X   X   X    
d If "Yes" to line 3c, does the organization routinely engage bond counsel or other outside counsel to review any research agreements relating to the financed property? .                
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% 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   %   %   %   %
6 Total of lines 4 and 5 . . . . . . . . . . . . . . .   %   %   %   %
7 Does the bond issue meet the private security or payment test? . . . . .   X   X   X    
8a Has there been a sale or disposition of any of the bond financed property to a nongovernmental person other than a 501(c)(3) organization since the bonds were issued?. . . . . . . . . . . . . . . . .   X   X   X    
b If “Yes” to line 8a, enter the percentage of bond-financed property sold or disposed of.   %   %   %   %
c If “Yes” to line 8a, was any remedial action taken pursuant to Regulations sections 1.141-12 and 1.145-2? . . . . . . . . . . . . .   X   X   X    
9 Has the organization established written procedures to ensure that all nonqualified bonds of the issue are remediated in accordance with the requirements under
Regulations sections 1.141-12 and 1.145-2?
X   X   X      
Part IV
Arbitrage
A B C D
Yes No Yes No Yes No Yes No
1 Has the issuer filed Form 8038-T? . . . . .   X   X   X    
2 If "No" to line 1, did the following apply? . . . .
a Rebate not due yet? . . . . . . . .   X   X   X    
b Exception to rebate? . . . . . . . . X   X   X      
c No rebate due? . . . . . . . . . .
X   X     X    
If you checked "No rebate due" in line 2c, provide in Part VI the date the rebate computation was performed
3 Is the bond issue a variable rate issue? . . . .   X X     X    
4a Has the organization or the governmental issuer entered into a qualified hedge with respect to the bond issue?   X   X   X    
b Name of provider . . . . . . . . . 0
  		0
  		0
  		 
 
c Term of hedge . . . . . . . . . .        
d Was the hedge superintegrated? . . . . . .                
e Was a hedge terminated? . . . . . . .                
Schedule K (Form 990) 2012
Schedule K (Form 990) 2012
Page 3
Part IV
Arbitrage (Continued)
A B C D
Yes No Yes No Yes No Yes No
5a Were gross proceeds invested in a guaranteed investment contract (GIC)? . . . . . . . . .   X   X   X    
b Name of provider . . . . . . . . . 0
  		0
  		0
  		 
 
c Term of GIC . . . . . . . . . .        
d Was the regulatory safe harbor for establishing the fair market value of the GIC satisfied? . . . . .                
6 Were any gross proceeds invested beyond an available temporary period? . . . . . . . .   X   X   X    
7 Has the organization established written procedures to monitor the requirements of section 148? . . . X   X   X      
Part V
Procedures To Undertake Corrective Action
A B C D
Yes No Yes No Yes No Yes No
1 Has the organization established written procedures to ensure that violations of federal tax requirements are timely identified and corrected through the voluntary closing agreement program if self-remediation is not available under applicable regulations? X   X   X      
Part VI
Supplemental Information. Complete this part to provide additional information for responses to questions on Schedule K (see instructions).
Identifier Return Reference Explanation
2008 BOND, DESCRIPTION OF PURPOSE FORM 990, SCHEDULE K, PART I, LINE B, COLUMN F THE 2008 NOTES REFUNDED THE 2004B BONDS ISSUED 12/2/2004 AND THE REMAINING PROCEEDS FINANCED CONSTRUCTION AND EQUIPPING OF VARIOUS EDUCATIONAL FACILITIES. 2012 BOND, DESCRIPTION OF PURPOSE
Schedule K (Form 990) 2012

Additional Data


Software ID:  
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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, line 38a or 40b.
MediumBullet Attach to Form 990 or Form 990-EZ. MediumBullet See separate instructions.
OMB No. 1545-0047
2012
Open to Public Inspection
Name of the organization
Loyola University of Chicago
 
Employer identification number

36-1408475
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) Relationship between disqualified person and organization (c) Description of transaction (d) Corrected?
Yes No





2
Enter the amount of tax incurred by 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-EZ, Part V, line 38a, or Form 990, Part IV, line 26; or if the organization reported an amount on Form 990, Part X, line 5, 6, or 22
(a) Name of interested person (b) Relationship with organization (c) Purpose of loan (d) Loan to or from the organization? (e)Original principal amount (f)Balance due (g) In default? (h) Approved by board or committee? (i)Written agreement?
To From Yes No Yes No Yes No
(1) Robert D Kelly OFFICER purchase of house   X 100,000 108,892   No   No Yes  
Total ......Small Bullet $ 108,892
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 assistance (d) Type of assistance (e) Purpose of assistance
(1) NA N/A 10,000 Scholarship Tuition Assistance
For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.
Cat. No. 50056A
Schedule L (Form 990 or 990-EZ) 2012
Schedule L (Form 990 or 990-EZ) 2012
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) BRIDGET KELLY SPOUSE OF OFFICER 79,601 Employment   No
(2) CECILIA RODRIGUEZ SPOUSE OF TRUSTEE 80,151 EMPLOYMENT   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
Loans To/From Interested Persons Form 990, Schedule L, Part II During Fiscal year 2013, interest was accrued and received FOR THE SAME AMOUNT on Robert Kellys loan; therefore, the loan amount remains unchanged from the prior year.
Business Transactions with interested persons Form 990, Schedule L, Part IV BRIDGET KELLY, WIFE OF ROBERT KELLY, VP FOR STUDENT DEVELOPMENT, IS EMPLOYED BY THE REPORTING ORGANIZATION. MR. KELLY HAS NO DIRECT CONTROL OVER HER COMPENSATION. CECILIA RODRIGUEZ, WIFE OF RICHARD RODRIGUEZ, TRUSTEE, IS EMPLOYED BY THE REPORTING ORGANIZATION. HER EMPLOYMENT BEGAN PRIOR TO MR. RODRIGUEZ'S APPOINTMENT AS TRUSTEE. MR. RODRIGUEZ HAS NO DIRECT CONTROL OVER HER COMPENSATION.
Schedule L (Form 990 or 990-EZ) 2012

Additional Data


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SCHEDULE M
(Form 990)

Department of the Treasury
Internal Revenue Service
Noncash Contributions
Right pointing arrow large imageComplete if the organizations answered "Yes" on Form 990, Part IV, lines 29 or 30.
Right pointing arrow large image Attach to Form 990.
OMB No. 1545-0047
2012
Open to Public Inspection
Name of the organization
Loyola University of Chicago
 
Employer identification number

36-1408475
Part I
Types of Property
(a)
Check if applicable 		(b)
Number of contributions or items contributed 		(c)
Noncash contribution amounts reported on
Form 990, Part VIII, line 1g 		(d)
Method of determining
noncash contribution amounts
1 Art—Works of art .... X 12 1,113,460 opinions of experts
2 Art—Historical treasures .        
3 Art—Fractional interests ..        
4 Books and publications .. X 10,040 COST/SELLING PRICE
5 Clothing and household
goods ....... 		X 9,083 COST/SELLING PRICE
6 Cars and other vehicles .. X 1 15,500 COST/SELLING PRICE
7 Boats and planes ....        
8 Intellectual property ...        
9 Securities—Publicly traded . X 55 9,559,736 COST/SELLING PRICE
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 ... X 1 500,000 SALE OF COMP. PROP.
18 Collectibles ..... X 12 2,705 COST/SELLING PRICE
19 Food inventory ... X 80 25,489 COST/SELLING PRICE
20 Drugs and medical supplies .        
21 Taxidermy ......        
22 Historical artifacts ....        
23 Scientific specimens .. X 2 7,249 opinions of experts
24 Archeological artifacts ...        
25 Other Right pointing arrow large image ( Other - Miscellaneous ) X 250 73,751 cost/selling price
26 Other Right pointing arrow large image( )
27 Other Right pointing arrow large image( )
28 Other Right pointing arrow large image ( )
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
3
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 noncash
contributions? ..........................
32a
Yes
 
b
If "Yes," describe in Part II.
33
If the organization did not report an amount in column (c) for a type of property for which column (a) is checked,
describe in Part II.
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 51227J
Schedule M (Form 990) (2012)
Schedule M (Form 990) (2012)
Page 2
Part II
Supplemental Information. Complete this part to provide the information required by Part I, lines 30b,
32b, and 33, and whether the organization is reporting in Part I, column (b), the number of contributions, the number of items received, or a combination of both. Also complete this part for any additional information.
Identifier Return Reference Explanation
THIRD PARTY PROCESSING OF CONTRIBUTIONS SCHEDULE M, LINE 32B THE UNIVERSITY MAINTAINS BROKERAGE RELATIONSHIPS TO FACILITATE THE PROCESSING AND SELLING OF SECURITIES RECEIVED FROM DONORS.
Schedule M (Form 990) (2012)
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
2012
Open to Public
Inspection
Name of the organization
Loyola University of Chicago
 
Employer identification number

36-1408475
Identifier Return Reference Explanation
Organizations that may receive deductible contributions under sect. 170(c) Part V - Question 7h During Fiscal year 2013, Loyola University of Chicago received a donation of a brand new car from an automobile dealership. An agreement was signed between the dealership and Loyola University of Chicago that stated the model of the vehicle being donated, its fair market value, and its intended use as a grand prize for a raffle.
Voting Members of the Governing Body Form 990, Part VI, Question 1 During fiscal year 2013, the terms of 15 voting members of the governing body came to an end. The voting members with expiring terms were replaced by new voting members of the governing body.
Family or Business Relationship Form 990, Part VI, Question 2 William J. Hank, trustee, and Cynthia Hank Stark, trustee, have a family relationship.
Describe the Process used by Management &/or Governing Body to Review 990 Form 990, Part VI, Question 11 THE SENIOR TAX ANALYST WORKS WITH A PUBLIC ACCOUNTING FIRM TO COMPLETE A DRAFT FORM 990. THIS IS THEN REVIEWED IN DETAIL BY THE CONTROLLER AND THE ACCOUNTING FIRM'S MANAGEMENT TEAM. THE DRAFT FORM IS THEN REVIEWED BY THE SENIOR VICE PRESIDENT FOR FINANCE AND CFO FOR ANY ADDITIONAL COMMENTS. ONCE A FINAL DRAFT VERSION OF THE FORM 990 HAS BEEN PRODUCED, IT IS THEN REVIEWED BY THE AUDIT COMMITTEE OF THE BOARD OF TRUSTEES. THE FINAL COMPLETE VERSION OF THE FORM 990 IS THEN DISTRIBUTED VIA THE BOARD OF TRUSTEES SECURE WEBSITE TO ALL VOTING MEMBERS OF THE BOARD OF TRUSTEES PRIOR TO ITS FILING.
Description of Process to Monitor Transactions for Conflicts of Interest Form 990, Part VI, Question 12c Each year, the Conflict of Interest Policy is updated as necessary and distributed to all current officers, directors, trustees, and key employees, along with a Conflict of Interest Disclosure Statement. Every effort is made to obtain completed and signed Disclosure Statements from all those to whom it was distributed.
Offices & Positions for Which Process was Used, & Year Process was Begun Form 990, Part VI, Question 15a, 15b Executive Compensation has been documented and discussed at least annually at a Compensation Sub-Committee of the Executive Committee of the Board of Trustees. The Human Resources department of the University prepares comparative and historical information for the sub-committee to review for each of the following positions: President, Provosts and Vice-Presidents. The information provided includes a salary history, an annual total compensation tally sheet, a detailed comparison of compensation to other peer institutions including members of the Association of Jesuit Colleges and Universities (AJCU) as well as other doctoral institutions of comparable size. Most of the compensation data comes from the College and University Professional Association - Human Resources (CUPA-HR) annual salary survey. Prior to the meeting, the Chairman of the Board of Trustees reviews the compensation data, assesses performance, and proposes compensation for the President. These proposals, along with the comparability data, are then reviewed, discussed and approved at the Compensation Sub-Committee Meeting. Additionally, a summary report of this data and compensation decisions will be made to the full Board of Trustees. The Human Resources department documents all of the approvals and decisions made during any Compensation Sub-Committee meetings, retains a copy of reports in its files, and processes any and all changes.
Avail of Gov Docs, Conflict of Interest Policy, & Fin Stmts to Gen Public Form 990, Part VI, Question 19 The Conflict of Interest policy and Financial Statements are made available to the public via the University's website. Governing documents are available upon request.
Officers, Directors, Trustees, Key Employees, & Highest Paid Employees Form 990, Part VII, Section A, Line 1a Father Michael J. Garanzini, S.J. is a member of the Society of Jesus and has taken a vow of poverty. During calendar year 2012 The University paid compensation and benefits in the amount of $635,601 to the Society of Jesus, the founders of Loyola University Chicago, for his services.
Other Changes in Net Assets or Fund Balances Form 990, Part XI, Line 5 Rome Center Exchange Rate Gain/loss $518,956 CHANGES IN POST RETIREMENT BENEFIT $5,218,914 LOSS ON PROPERTY DISPOSALS $(2,802,951) LOSS ON BOND REFUNDING $(480,319) ______________ TOTAL $1,935,644
For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.
Cat. No. 51056K
Schedule O (Form 990 or 990-EZ) 2012

Additional Data


Software ID:  
Software Version:  
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
2012
Open to Public Inspection
Name of the organization
Loyola University of Chicago
 
Employer identification number

36-1408475
Part I
Identification of Disregarded Entities (Complete if the organization answered "Yes" to Form 990, Part IV, line 33.)
(a)
Name, address, and EIN (if applicable) 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










Part II
Identification of Related Tax-Exempt Organizations (Complete if the organization answered "Yes" to 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 entity?
Yes No
(1) Mundelein College

820 N Michigan Avenue

Chicago,IL60611
36-2179799 		Education IL 501(c)(3) 2 LUC
 
Yes
 
(2) Krasa Family Trust

PO BOX 803878

Chicago,IL60680
36-6828217 		Support LUC IL 501(c)(3) 11 NA
 
Yes
 
(3) Loyola Rome Center Foundation

VIA MASSIMI 114/A
ROME    
IT
99-9999999 		Support IT 501(c)(3)   LUC
 
Yes
 








For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50135Y
Schedule R (Form 990) 2012
Schedule R (Form 990) 2012
Page 2
Part III
Identification of Related Organizations Taxable as a Partnership (Complete if the organization answered "Yes" to 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












Part IV
Identification of Related Organizations Taxable as a Corporation or Trust (Complete if the organization answered "Yes" to 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
 		(i)
Section 512(b)(13) controlled entity?
Yes No












Schedule R (Form 990) 2012
Schedule R (Form 990) 2012
Page 3
Part V
Transactions With Related Organizations (Complete if the organization answered "Yes" to Form 990, Part IV, line 34, 35b, or 36.)
Note. Complete line 1 if any entity is listed in Parts II, III, or IV of this schedule.
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 or (iv) rent from a controlled entity . . . . . . . . . . . . . . . . . . . . . . .
1a
 
No
b Gift, grant, or capital contribution to related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1b
Yes
 
c Gift, grant, or capital contribution from related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1c
Yes
 
d Loans or loan guarantees to or for related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1d
 
No
e Loans or loan guarantees by related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1e
 
No
f Dividends from related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1f
 
No
g Sale of assets to related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1g
 
No
h Purchase of assets from related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1h
 
No
i Exchange of assets with related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1i
 
No
j Lease of facilities, equipment, or other assets to related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1j
 
No
k Lease of facilities, equipment, or other assets from related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . .
1k
 
No
l Performance of services or membership or fundraising solicitations for related organization(s) . . . . . . . . . . . . . . . . . . . .
1l
 
No
m Performance of services or membership or fundraising solicitations by related organization(s) . . . . . . . . . . . . . . . . . . . .
1m
 
No
n Sharing of facilities, equipment, mailing lists, or other assets with related organization(s) . . . . . . . . . . . . . . . . . . . . .
1n
 
No
o Sharing of paid employees with related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1o
 
No
p Reimbursement paid to related organization(s) for expenses . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1p
 
No
q Reimbursement paid by related organization(s) for expenses . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1q
 
No
r Other transfer of cash or property to related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1r
 
No
s Other transfer of cash or property from related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1s
 
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-s) 		(c)
Amount involved 		(d)
Method of determining amount involved
(1) Loyola Rome Center Foundation

 B 432,668 CASH
(2) Krasa Family Trust

 C 210,455 Cash




Schedule R (Form 990) 2012
Schedule R (Form 990) 2012
Page 4
Part VI
Unrelated Organizations Taxable as a Partnership (Complete if the organization answered "Yes" to 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)
Predominant income (related, unrelated, excluded from tax under section 512-514)

(e)
Are all partners
section
501(c)(3)
organizations? 		(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 Yes No






























Schedule R (Form 990) 2012
Schedule R (Form 990) 2012
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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