LOYOLA UNIVERSITY OF CHICAGO (EIN 361408475) - Form 990 Financial Analysis & Trantor Score

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1909

Legal Domicile

Phone

3129157676

Tax Period

2023-07-01 to 2024-06-30

LOYOLA UNIVERSITY OF CHICAGO, founded in 1909, is a major nonprofit in the Education sector that reported $819.7M in total revenue in fiscal year 2017. Expenses of $750.8M left a modest 8% surplus.

Mission

WE ARE ONE OF THE NATION'S LARGEST JESUIT, CATHOLIC UNIVERSITIES WITH OVER 17,000 STUDENTS. WE WORK TO EXPAND KNOWLEDGE THROUGH LEARNING, JUSTICE, AND FAITH.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $94,872,501

Program Service Revenue $865,550,529

Investment Income $114,254,513

Other Revenue $3,523,373

TOTAL REVENUE $1,078,200,916

Expense Breakdown

Grants Paid $314,752,317

Salaries & Benefits $410,951,584

Fundraising Expenses $18,079,901

Program Expenses $877,109,560

Other Expenses $254,628,096

TOTAL EXPENSES $980,406,997

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,078,200,916	$992,738,428	+0.1%
Expenses	$980,406,997	$913,232,181	+0.1%
Net Income	$97,793,919	$79,506,247	+0.2%

Key Indicators

✓ Grants to Organizations ✓ Grants to Individuals ✓ Lobbying ✗ Political Activity ✓ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

9732

Volunteers

838

Governance Policies

✗ Conflict of Interest Policy

✗ Whistleblower Policy

✗ Document Retention Policy

Special Practices & Reported Activities

✓ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✓ Engaged in Lobbying

✗ Operated Donor Advised Fund

✓ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

$6,408,812

Total Directors

$1,303,943

Key Employees

$2,234,964

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JOHN G SCHREIBER	BOARD CHAIR, TRUSTEE	1.0	Officer Director	$0	$0	$0
MARK C REED	PRESIDENT	40.0	Officer Director	$1,234,949	$64,388	$1,299,337
TIMOTHY P KESICKI SJ	VICE CHAIR, TRUSTEE	1.0	Officer Director	$0	$0	$0
ALICIA GONZALEZ	TRUSTEE	1.0	Director	$0	$0	$0
ANTONIO ORTIZ	TRUSTEE	1.0	Director	$0	$0	$0
BRIAN K SPEERS	TRUSTEE	1.0	Director	$0	$0	$0
BRIAN W FITZPATRICK	TRUSTEE	1.0	Director	$0	$0	$0
BRYAN TRAUBERT	TRUSTEE	1.0	Director	$0	$0	$0
EDWARD J SIEBERT SJ	TRUSTEE	1.0	Director	$0	$0	$0
EILEEN WRENN MITCHELL	TRUSTEE	1.0	Director	$0	$0	$0
ELIZABETH PARKINSON	TRUSTEE	1.0	Director	$0	$0	$0
ELLEN S ALBERDING	TRUSTEE	1.0	Director	$0	$0	$0
GREG O'MEARA SJ	TRUSTEE	1.0	Director	$0	$0	$0
JEFFREY P VON ARX SJ	TRUSTEE (EFFECTIVE 05/2024)	1.0	Director	$0	$0	$0
JENNIFER CAROLAN	TRUSTEE	1.0	Director	$0	$0	$0
JOHN P FITZGIBBONS SJ	TRUSTEE (TERM ENDED 05/2024)	1.0	Director	$0	$0	$0
JULIE H SULLIVAN	TRUSTEE	1.0	Director	$0	$0	$0
KEVIN W WILLER	TRUSTEE	1.0	Director	$0	$0	$0
LAKEISHA C MARSH	TRUSTEE (EFFECTIVE 05/2024)	1.0	Director	$0	$0	$0
LAUREN SERRA HENDERSON	TRUSTEE	1.0	Director	$0	$0	$0
MARGARET MARY COSGROVE BVM	TRUSTEE	1.0	Director	$0	$0	$0
MARK A HOPPE	TRUSTEE	1.0	Director	$0	$0	$0
MARK S RZEPCZYNSKI	TRUSTEE	1.0	Director	$0	$0	$0
MARY HASTEN	TRUSTEE	1.0	Director	$0	$0	$0
MELODY SPANN COOPER	TRUSTEE	1.0	Director	$0	$0	$0
MICHAEL J GRAHAM SJ	TRUSTEE (EFFECTIVE 05/2024)	1.0	Director	$0	$0	$0
MICHAEL R HANEY	TRUSTEE	1.0	Director	$0	$0	$0
OMAR A BROWN	TRUSTEE	1.0	Director	$0	$0	$0
PATRICK E MCGRATH SJ	TRUSTEE	1.0	Director	$0	$0	$0
RICK HAMMOND	TRUSTEE	1.0	Director	$4,606	$0	$4,606
ROBERT A SULLIVAN	TRUSTEE	1.0	Director	$0	$0	$0
ROBERT L NIEHOFF SJ	TRUSTEE	1.0	Director	$0	$0	$0
ROCCO J MARTINO	TRUSTEE	1.0	Director	$0	$0	$0
TAYLOR J O'MALLEY	TRUSTEE	1.0	Director	$0	$0	$0
THOMAS N HUND	TRUSTEE (EFFECTIVE 05/2024)	1.0	Director	$0	$0	$0
WALTER C DEYE SJ	TRUSTEE	1.0	Director	$0	$0	$0
WILLIAM F LYNCH	TRUSTEE (TERM ENDED 05/2024)	1.0	Director	$0	$0	$0
WILLIAM G KISTNER	TRUSTEE	1.0	Director	$0	$0	$0
CLAIRE NOONAN	VP MISSION INTEGRATION	40.0	Officer	$219,684	$42,710	$262,394
DOMINIQUE JORDAN TURNER	VP INST. DEI & CHIEF INCL. OFFICER	40.0	Officer	$270,206	$39,365	$309,571
JEREMY W LANGFORD	VP MARKETING & COMMUNICATIONS	40.0	Officer	$327,937	$33,999	$361,936
JOHN M SCHIETINGER	ASSISTANT SECRETARY	40.0	Officer	$205,695	$44,070	$249,765
JONATHAN BUCHBINDER	TREASURER	40.0	Officer	$161,664	$9,799	$171,463
KAREN PACIERO	VP ADVANCEMENT	40.0	Officer	$425,874	$65,412	$491,286
KEITH CHAMPAGNE	VP STUDENT DEVELOPMENT	40.0	Officer	$299,103	$31,420	$330,523
MARGARET FAUT CALLAHAN	PROVOST, CHIEF ACADEMIC OFFICER	40.0	Officer	$650,697	$55,845	$706,542
PAMELA G COSTAS	VP GENERAL COUNSEL & SECRETARY	40.0	Officer	$405,617	$46,319	$451,936
PAUL G ROBERTS	VP FOR ENROLL. MGMT. & ST. SUCCESS	40.0	Officer	$413,003	$47,785	$460,788
PHILIP D HALE	VP CIVIC ENGAGEMENT & GOVT AFFAIRS	40.0	Officer	$241,086	$46,363	$287,449
THOMAS M KELLY	SR VP ADMINISTRATIVE SERVICES	40.0	Officer	$412,929	$68,724	$481,653
THOMAS NEITZKE SJ	VP & SPECIAL ASSIST. PRESIDENT	40.0	Officer	$0	$0	$0
WAYNE MAGDZIARZ	SR VP & CFO	40.0	Officer	$496,305	$47,864	$544,169
KATHARINE WYATT	CHIEF INVESTMENT OFFICER	40.0	Key Emp	$462,396	$67,910	$530,306
MICHAEL BEHNAM	DEAN, QUINLAN SCHOOL OF BUSINESS	40.0	Key Emp	$437,461	$49,816	$487,277
PETER SCHRAEDER	DEAN, COLLEGE OF ARTS & SCIENCES	40.0	Key Emp	$309,048	$112,491	$421,539
SAM MARZO	DEAN, STRITCH SCHOOL OF MEDICINE	40.0	Key Emp	$727,368	$68,474	$795,842
CARLTON VALENTINE	HEAD MEN'S BASKETBALL COACH	40.0	Highest	$851,023	$68,524	$919,547
MEHARVAN SINGH	VICE PROVOST & DEAN OF RESEARCH	40.0	Highest	$411,430	$64,155	$475,585
MICHELE ALEXANDRE	DEAN, SCHOOL OF LAW	40.0	Highest	$437,455	$35,408	$472,863
STEPHEN WATSON	DIRECTOR, ATHLETICS	40.0	Highest	$372,372	$66,755	$439,127
WILLIAM SMALL	PROFESSOR RADIATION ONCOLOGY	40.0	Highest	$361,948	$30,154	$392,102
JANE NEUFELD	FORMER OFFICER	40.0		$150,624	$28,326	$178,950
JO ANN ROONEY	FORMER PRESIDENT	0.0		$239,104	$34,164	$273,268
LORNA FINNEGAN	FORMER KEY EMPLOYEE	40.0		$312,499	$57,234	$369,733
MACIEK NOWAK	FORMER KEY EMPLOYEE	40.0		$131,778	$21,465	$153,243
NORBERTO GRZYWACZ	Professor/Former Provost	40.0		$343,718	$55,253	$398,971

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2025	No data	No data	No data	No data
2024	$1,078,200,916	$980,406,997	$2,561,990,362	$97,793,919
2023	$992,738,428	$913,232,181	$2,487,525,875	$79,506,247
2022	$1,069,361,900	$889,757,958	$2,422,309,997	$179,603,942
2021	$813,555,821	$780,105,403	$2,523,912,579	$33,450,418
2020	$863,455,479	$823,818,959	$2,261,152,459	$39,636,520
2019	$856,981,800	$781,964,020	$2,242,271,303	$75,017,780
2018	$819,707,921	$750,820,885	$2,183,629,063	$68,887,036

LOYOLA UNIVERSITY OF CHICAGO