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TIN: 36-1408475
Schedule J
(Form 990)
Department of the Treasury
Internal Revenue Service
Compensation Information
For certain Officers, Directors, Trustees, Key Employees, and Highest
Compensated Employees
Complete if the organization answered "Yes" on Form 990, Part IV, line 23.
Attach to Form 990.
Go to
www.irs.gov/Form990
for instructions and the latest information.
OMB No. 1545-0047
20
20
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 on Form
990, Part VII, Section A, line 1a. Complete Part III to provide any relevant information regarding these items.
First-class or charter travel
Housing allowance or residence for personal use
Travel for companions
Payments for business use of personal residence
Tax idemnification and gross-up payments
Health or social club dues or initiation fees
Discretionary spending account
Personal services (e.g., maid, chauffeur, chef)
b
If any of the boxes on 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
directors, trustees, officers, including the CEO/Executive Director, regarding the items checked on 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.
Compensation committee
Written employment contract
Independent compensation consultant
Compensation survey or study
Form 990 of other organizations
Approval by the board or compensation committee
4
During the year, did any person listed on Form 990, Part VII, Section A, line 1a, with respect to the filing organization or a related organization:
a
Receive a severance payment or change-of-control payment?
.............
4a
Yes
b
Participate in, or receive payment from, a supplemental nonqualified retirement plan?
.........
4b
Yes
c
Participate in, or receive payment from, an equity-based compensation arrangement?
.........
4c
No
If "Yes" to any of lines 4a-c, list the persons and provide the applicable amounts for each item in Part III.
Only 501(c)(3), 501(c)(4), and 501(c)(29) organizations must complete lines 5-9.
5
For persons listed on 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," on line 5a or 5b, describe in Part III.
6
For persons listed on 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," on line 6a or 6b, describe in Part III.
7
For persons listed on Form 990, Part VII, Section A, line 1a, did the organization provide any nonfixed
payments not described in lines 5 and 6? If "Yes," describe in Part III
............
7
Yes
8
Were any amounts reported on 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" on 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) 2020
Schedule J (Form 990) 2020
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 on 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 in column (B) reported as deferred on prior Form 990
(i)
Base
compensation
(ii)
Bonus & incentive
compensation
(iii)
Other
reportable compensation
1
PORTER MOSER
Men's Basketball Head Coach
(i)
(ii)
998,866
-------------
0
0
-------------
0
8,442
-------------
0
28,500
-------------
0
72,864
-------------
0
1,108,672
-------------
0
0
-------------
0
2
JO ANN ROONEY
PRESIDENT
(i)
(ii)
700,824
-------------
0
0
-------------
0
125,956
-------------
0
28,500
-------------
0
30,517
-------------
0
885,797
-------------
0
0
-------------
0
3
ROBERT KOLB
PROF., QUINLAN SCHOOL OF BUS.
(i)
(ii)
163,911
-------------
0
225
-------------
0
668,423
-------------
0
16,871
-------------
0
10,918
-------------
0
860,348
-------------
0
0
-------------
0
4
RICHARD COOPER
PROF., PARKINSON SCHOOL OF HS
(i)
(ii)
142,489
-------------
0
0
-------------
0
545,575
-------------
0
14,734
-------------
0
10,210
-------------
0
713,008
-------------
0
0
-------------
0
5
JOHN FRENDREIS
PROF., DEPT POLITICAL SCIENCE
(i)
(ii)
226,757
-------------
0
0
-------------
0
419,608
-------------
0
16,619
-------------
0
23,181
-------------
0
686,165
-------------
0
0
-------------
0
6
JOHN BLUM
PROFESSOR, SCHOOL OF LAW
(i)
(ii)
223,958
-------------
0
0
-------------
0
432,552
-------------
0
14,741
-------------
0
10,545
-------------
0
681,796
-------------
0
0
-------------
0
7
JOHN P PELISSERO
FORMER OFFICER
(i)
(ii)
575,688
-------------
0
0
-------------
0
1,379
-------------
0
11,814
-------------
0
11,696
-------------
0
600,577
-------------
0
0
-------------
0
8
MARGARET FAUT CALLAHAN
FORMER OFFICER THRU 06/2021
(i)
(ii)
443,476
-------------
0
75,000
-------------
0
8,485
-------------
0
28,500
-------------
0
23,496
-------------
0
578,957
-------------
0
0
-------------
0
9
NORBERTO GRZYWACZ
PROVOST (TERM ENDED 05/2021)
(i)
(ii)
533,863
-------------
0
0
-------------
0
6,642
-------------
0
0
-------------
0
32,494
-------------
0
572,999
-------------
0
0
-------------
0
10
MICHAEL J KAUFMAN
ACT PROVOST (TERM ENDED 06/21)
(i)
(ii)
453,436
-------------
0
0
-------------
0
3,564
-------------
0
28,049
-------------
0
23,401
-------------
0
508,450
-------------
0
0
-------------
0
11
WAYNE MAGDZIARZ
SR VP & CFO/CBO
(i)
(ii)
429,400
-------------
0
0
-------------
0
3,759
-------------
0
27,932
-------------
0
14,141
-------------
0
475,232
-------------
0
0
-------------
0
12
THOMAS M KELLY
SR VP ADMIN. SERVICES
(i)
(ii)
360,405
-------------
0
10,000
-------------
0
2,322
-------------
0
25,415
-------------
0
55,079
-------------
0
453,221
-------------
0
0
-------------
0
13
KAREN PACIERO
VP OF ADVANCEMENT
(i)
(ii)
373,959
-------------
0
0
-------------
0
810
-------------
0
0
-------------
0
31,641
-------------
0
406,410
-------------
0
0
-------------
0
14
SUSAN M MALISCH
VP & CHIEF INFORMATION OFFICER
(i)
(ii)
331,931
-------------
0
0
-------------
0
2,272
-------------
0
23,691
-------------
0
29,504
-------------
0
387,398
-------------
0
0
-------------
0
15
PAMELA G COSTAS
VP GENERAL COUNSEL & SECRETARY
(i)
(ii)
340,485
-------------
0
0
-------------
0
2,270
-------------
0
24,107
-------------
0
11,683
-------------
0
378,545
-------------
0
0
-------------
0
16
KEVIN STEVENS
DEAN/QUINLAN SCHOOL OF BUS.
(i)
(ii)
344,615
-------------
0
0
-------------
0
4,191
-------------
0
23,224
-------------
0
2,994
-------------
0
375,024
-------------
0
0
-------------
0
17
PAUL G ROBERTS
VP ENROLL. MGMT. & ST. SUCCESS
(i)
(ii)
329,122
-------------
0
0
-------------
0
2,224
-------------
0
23,449
-------------
0
12,964
-------------
0
367,759
-------------
0
0
-------------
0
18
SAM MARZO
DEAN, STRITCH SCHOOL OF MED.
(i)
(ii)
339,529
-------------
0
0
-------------
0
1,161
-------------
0
11,375
-------------
0
13,415
-------------
0
365,480
-------------
0
0
-------------
0
19
JEREMY W LANGFORD
VP MARKETING & COMMUNICATIONS
(i)
(ii)
296,034
-------------
0
0
-------------
0
1,086
-------------
0
21,007
-------------
0
3,937
-------------
0
322,064
-------------
0
0
-------------
0
20
WINIFRED WILLIAMS
VP HR & CHIEF DIVERSITY OFFICE
(i)
(ii)
275,339
-------------
0
0
-------------
0
1,865
-------------
0
19,517
-------------
0
11,087
-------------
0
307,808
-------------
0
0
-------------
0
21
JANE NEUFELD
VP OF STUDENT DEVELOPMENT
(i)
(ii)
242,850
-------------
0
0
-------------
0
0
-------------
0
16,454
-------------
0
13,660
-------------
0
272,964
-------------
0
0
-------------
0
22
PHILIP D HALE
VP FOR CIVIC ENGAGEMENT
(i)
(ii)
218,480
-------------
0
0
-------------
0
2,766
-------------
0
15,748
-------------
0
23,761
-------------
0
260,755
-------------
0
0
-------------
0
23
SUSAN BODIN
TREASURER
(i)
(ii)
198,366
-------------
0
0
-------------
0
2,053
-------------
0
14,366
-------------
0
23,419
-------------
0
238,204
-------------
0
0
-------------
0
24
PATRICK M BOYLE
FORMER OFFICER
(i)
(ii)
158,235
-------------
0
75
-------------
0
2,499
-------------
0
11,486
-------------
0
32,253
-------------
0
204,548
-------------
0
0
-------------
0
25
JOHN M SCHIETINGER
ASSISTANT SECRETARY
(i)
(ii)
170,670
-------------
0
0
-------------
0
237
-------------
0
12,443
-------------
0
20,970
-------------
0
204,320
-------------
0
0
-------------
0
26
JANET W SISLER
VP FOR MISSION INTEGRATION
(i)
(ii)
175,083
-------------
0
0
-------------
0
1,858
-------------
0
10,893
-------------
0
10,546
-------------
0
198,380
-------------
0
0
-------------
0
27
KATHARINE WYATT
CHIEF INVESTMENT OFFICER
(i)
(ii)
346,040
-------------
0
55,000
-------------
0
540
-------------
0
24,757
-------------
0
32,512
-------------
0
458,849
-------------
0
0
-------------
0
Schedule J (Form 990) 2020
Schedule J (Form 990) 2020
Page
3
Part III
Supplemental Information
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.
Return Reference
Explanation
FORM 990, SCHEDULE J, PART I, LINE 1A
COMPENSATION PROVIDED BY ORGANIZATION FIRST-CLASS TRAVEL ALL FIRST CLASS TRAVEL WAS EITHER AT THE EXPENSE OF THE EMPLOYEE AND NOT REIMBURSED BY THE UNIVERSITY, OR CONNECTING FLIGHTS ON A BUSINESS CLASS TICKET WHERE FIRST CLASS AND COACH WERE THE ONLY CLASSES ON THE AIRCRAFT. CHARTER TRAVEL THE UNIVERSITY CHARTERS AIRCRAFT FOR THE PURPOSE OF TRANSPORTING THE BASKETBALL TEAM TO INTERCOLLEGIATE ATHLETIC EVENT LOCATIONS. IN INSTANCES WHERE A UNIVERSITY EMPLOYEE AND/OR THEIR FAMILY MEMBER TRAVELS ON A UNIVERSITY CHARTERED FLIGHT, WITHOUT A UNIVERSITY BUSINESS PURPOSE, THE UNIVERSITY DETERMINES THE TAXABLE VALUE, WHICH MAY BE ZERO, OF THE CHARTERED TRAVEL PROVIDED TO THE EMPLOYEE AND/OR THEIR FAMILY MEMBER AND INCLUDES THE AMOUNT AS TAXABLE WAGES OF THE EMPLOYEE. HOUSING ALLOWANCE OR RESIDENCE FOR PERSONAL USE TWO OFFICERS AND ONE FORMER OFFICER WERE GIVEN A HOUSING ALLOWANCE IN CALENDAR YEAR 2020. THE HOUSING ALLOWANCE WAS CONSIDERED TAXABLE COMPENSATION TO THE EMPLOYEE. HEALTH OR SOCIAL CLUB DUES OR INITIATION FEES TWO OFFICERS WERE EXTENDED A MEMBERSHIP IN AN ORGANIZATION THAT IS FOR THE PURPOSES OF UNIVERSITY BUSINESS AND IS NOT TREATED AS TAXABLE COMPENSATION.
FORM 990, SCHEDULE J, PART I, LINE 4A
RECEIVE A SEVERANCE PAYMENT OR CHANGE-OF-CONTROL PAYMENT IN AUGUST 2019, THE UNIVERSITY ANNOUNCED A ONE-TIME VOLUNTARY TRANSITION INCENTIVE PROGRAM FOR ELIGIBLE TENURED FACULTY. UNDER THE TERMS OF THE PROGRAM, ELIGIBLE TENURED FACULTY WHO CHOSE TO VOLUNTARILY TERMINATE THEIR EMPLOYMENT WITH THE UNIVERSITY WOULD RECEIVE A CASH INCENTIVE PAYMENT OF TWO TIMES THEIR ACADEMIC BASE SALARY AS OF DECEMBER 31, 2019. FACULTY WHO PARTICIPATED IN THE INCENTIVE PROGRAM RECEIVED THE PAYMEMT IN CALENDAR YEAR 2020. JOHN PELISSERO RECEIVED A VOLUNTARY INCENTIVE PAYMENT IN THE AMOUNT OF $463,000.08 DURING CALENDAR YEAR 2020. HIS EMPLOYMENT WITH THE UNIVERSITY ENDED ON JUNE 6, 2020. JOHN BLUM RECEIVED A VOLUNTARY INCENTIVE PAYMENT IN THE AMOUNT OF $430,080 DURING CALENDAR YEAR 2020. HIS EMPLOYMENT WITH THE UNIVERSITY ENDED ON DECEMBER 12, 2020. RICHARD COOPER RECEIVED A VOLUNTARY INCENTIVE PAYMENT IN THE AMOUNT OF $543,721.20 DURING CALENDAR YEAR 2020. HIS EMPLOYMENT WITH THE UNIVERSITY ENDED ON JUNE 30, 2020. JOHN FRENDREIS RECEIVED A VOLUNTARY INCENTIVE PAYMENT IN THE AMOUNT OF $416,926.08 DURING CALENDAR YEAR 2020. HIS EMPLOYMENT WITH THE UNIVERSITY ENDED ON DECEMBER 12, 2020. ROBERT KOLB RECEIVED A VOLUNTARY INCENTIVE PAYMENT IN THE AMOUNT OF $666,260.08 DURING CALENDAR YEAR 2020. HIS EMPLOYMENT WITH THE UNIVERSITY ENDED ON JUNE 30, 2020.
FORM 990, SCHEDULE J, PART I, LINE 4B
PARTICIPATE IN, OR RECEIVE PAYMENT FROM, A SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN THE PRESIDENT, PROVOST, SENIOR VICE PRESIDENTS, VICE PRESIDENTS AND DEANS ARE ELIGIBLE TO PARTICIPATE IN A 457(B) NONQUALIFIED RETIREMENT PLAN. THERE WERE SEVEN OFFICERS AND ONE KEY EMPLOYEE WHO CONTRIBUTED TO THE PLAN AND THERE WERE NO DISTRIBUTIONS FROM THE PLAN IN CALENDAR YEAR 2020.
FORM 990, SCHEDULE J, PART I, LINE 7
SUPPLEMENTAL COMPENSATION INFORMATION NO ONE LISTED IN PART VII, SECTION A, LINE 1A RECEIVED NON-FIXED PAYMENTS DURING CALENDAR YEAR 2020. TWO PERSONS RECEIVED A DISCRETIONARY BONUS FOR ADDITIONAL DUTIES, ONE PERSON RECEIVED A PERFORMANCE BONUS, AND TWO PERSONS RECEIVED WELLNESS INCENTIVE PAYMENTS.
Schedule J (Form 990) 2020
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