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Nonprofiteer
← LOYOLA UNIVERSITY MARYLAND INC

Form 990 for tax year 2024

Filed by LOYOLA UNIVERSITY MARYLAND INC.

Totals

Total revenue
$368,946,806
Total expenses
$366,728,801
Contributions and grants received
$40,428,584
Grants paid
$141,991,870
Program service revenue
$300,368,490
Investment income
$25,780,957
Other revenue
$2,368,775
Total assets, end of year
$840,598,430
Total liabilities, end of year
$235,344,521
Net assets or fund balances, end of year
$605,253,909
Program services expenses (Part IX)
$314,945,354
Management and general expenses
$46,431,373
Fundraising expenses
$5,352,074
Program service expenses (Part III)
$314,945,354

Program services were 85.9% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 1a · Federated campaigns

    $0

  • 1b · Membership dues

    $0

  • 1c · Fundraising events

    $292,575

  • 1d · Related organizations

    $0

  • 1e · Government grants (contributions)

    $15,424,347

  • 1f · All other contributions, gifts and grants

    $24,711,662

  • 1g · Noncash contributions included above

    $535,139

  • 2a · Program service revenue: TUITION AND FEES

    total $237,012,503 · related or exempt $237,012,503 · unrelated business $0 · excluded $0

  • 2b · Program service revenue: RESIDENCE, FOOD SERV., TELEPHONE

    total $57,912,064 · related or exempt $57,912,064 · unrelated business $0 · excluded $0

  • 2c · Program service revenue: ATHLETICS, CONFERENCES, OTHER AUX

    total $2,261,187 · related or exempt $868,385 · unrelated business $97,247 · excluded $1,295,555

  • 2d · Program service revenue: SPECIAL EDUCATION PROGRAMS

    total $919,071 · related or exempt $919,071 · unrelated business $0 · excluded $0

  • 2e · Program service revenue: ID CARDS, ORIENTATION, PARKING

    total $696,368 · related or exempt $696,368 · unrelated business $0 · excluded $0

  • 2f · All other program service revenue

    total $1,567,297 · related or exempt $1,567,297 · unrelated business $0 · excluded $0

  • 3 · Investment income

    total $7,706,157 · related or exempt $0 · unrelated business $601,845 · excluded $7,104,312

  • 4 · Income from investment of tax-exempt bond proceeds

    total $0 · related or exempt $0 · unrelated business $0 · excluded $0

  • 5 · Royalties

    total $74,002 · related or exempt $0 · unrelated business $0 · excluded $74,002

  • 6a · Gross rents

    real property $807,157 · personal property $0

  • 6b · Less rental expenses

    real property $0 · personal property $0

  • 6c · Rental income or loss

    real property $807,157 · personal property $0

  • 6d · Net rental income or loss

    total $807,157 · related or exempt $0 · unrelated business $0 · excluded $807,157

  • 7a · Gross sales of assets other than inventory

    securities $63,924,018 · other assets $14,000,000

  • 7b · Less cost or other basis and sales expenses

    securities $50,987,858 · other assets $8,861,360

  • 7c · Gain or loss

    securities $12,936,160 · other assets $5,138,640

  • 7d · Net gain or loss

    total $18,074,800 · related or exempt $0 · unrelated business $0 · excluded $18,074,800

  • 8a · Fundraising events: gross income

    $328,153

  • 8a · Fundraising events: contributions included on line 1c

    $292,575

  • 8b · Fundraising events: direct expenses

    $636,410

  • 8c · Net income from fundraising events

    total -$308,257 · unrelated business $0 · excluded -$308,257

  • 9a · Gaming: gross income

    $0

  • 9b · Gaming: direct expenses

    $0

  • 9c · Net income from gaming

    total $0 · related or exempt $0 · unrelated business $0 · excluded $0

  • 10a · Gross sales of inventory

    $0

  • 10b · Cost of goods sold

    $0

  • 10c · Net income from sales of inventory

    total $0 · related or exempt $0 · unrelated business $0 · excluded $0

  • 11a · Other revenue: MISCELLANEOUS

    total $1,343,756 · related or exempt $1,343,756 · unrelated business $0 · excluded $0

  • 11b · Other revenue: Extinguishment of Debt

    total $452,117 · excluded $452,117

  • 11d · All other revenue

    total $0 · related or exempt $0 · unrelated business $0 · excluded $0

  • 11e · Other revenue, total

    $1,795,873

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $20,418 · program services $20,418

  • 2 · Grants to domestic individuals

    total $138,763,912 · program services $138,763,912

  • 3 · Grants to foreign organizations and individuals

    total $3,207,540 · program services $3,207,540

  • 4 · Benefits paid to or for members

    total $0 · program services $0

  • 5 · Compensation of officers, directors and key employees

    total $3,248,764 · program services $2,227,851 · management and general $530,842 · fundraising $490,071

  • 6 · Compensation of disqualified persons

    total $0 · program services $0 · management and general $0 · fundraising $0

  • 7 · Other salaries and wages

    total $90,853,123 · program services $74,753,942 · management and general $13,536,546 · fundraising $2,562,635

  • 8 · Pension plan contributions

    total $6,462,787 · program services $4,795,227 · management and general $1,527,010 · fundraising $140,550

  • 9 · Other employee benefits

    total $11,547,671 · program services $8,554,228 · management and general $2,698,852 · fundraising $294,591

  • 10 · Payroll taxes

    total $6,435,194 · program services $5,144,529 · management and general $1,086,904 · fundraising $203,761

  • 11a · Fees: management

    total $0 · program services $0 · management and general $0 · fundraising $0

  • 11b · Fees: legal

    total $400,224 · program services $0 · management and general $400,224 · fundraising $0

  • 11c · Fees: accounting

    total $268,606 · program services $0 · management and general $268,606 · fundraising $0

  • 11d · Fees: lobbying

    total $32,655 · program services $32,655 · management and general $0 · fundraising $0

  • 11e · Fees: professional fundraising services

    total $434,918 · fundraising $434,918

  • 11f · Fees: investment management

    total $2,354,473 · program services $0 · management and general $2,354,473 · fundraising $0

  • 11g · Fees: other

    total $31,949,035 · program services $26,923,150 · management and general $5,006,657 · fundraising $19,228

  • 12 · Advertising and promotion

    total $1,884,007 · program services $1,199,259 · management and general $663,854 · fundraising $20,894

  • 13 · Office expenses

    total $6,572,091 · program services $3,326,178 · management and general $3,145,244 · fundraising $100,669

  • 14 · Information technology

    total $4,400,195 · program services $805,308 · management and general $3,577,199 · fundraising $17,688

  • 15 · Royalties

    total $23,169 · program services $23,169 · management and general $0 · fundraising $0

  • 16 · Occupancy

    total $8,175,802 · program services $4,161,484 · management and general $4,014,318 · fundraising $0

  • 17 · Travel

    total $4,351,770 · program services $3,785,408 · management and general $491,745 · fundraising $74,617

  • 18 · Travel or entertainment for public officials

    total $0 · program services $0 · management and general $0 · fundraising $0

  • 19 · Conferences, conventions and meetings

    total $1,797,312 · program services $1,181,791 · management and general $129,607 · fundraising $485,914

  • 20 · Interest

    total $4,878,911 · program services $4,870,004 · management and general $8,907 · fundraising $0

  • 21 · Payments to affiliates

    total $0 · program services $0 · management and general $0 · fundraising $0

  • 22 · Depreciation, depletion and amortization

    total $14,106,822 · program services $13,071,599 · management and general $985,155 · fundraising $50,068

  • 23 · Insurance

    total $3,119,317 · program services $51,756 · management and general $3,067,561 · fundraising $0

  • 24a · Other expenses: STUDY ABROAD TUITION

    total $4,832,332 · program services $4,832,332 · management and general $0 · fundraising $0

  • 24b · Other expenses: LIBRARY OPERATIONS

    total $3,946,586 · program services $3,946,586 · management and general $0 · fundraising $0

  • 24e · All other expenses

    total $12,661,167 · program services $9,267,028 · management and general $2,937,669 · fundraising $456,470

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $34,002 · end of year $34,000

  • 2 · Savings and temporary cash investments

    beginning of year $21,884,376 · end of year $24,548,791

  • 3 · Pledges and grants receivable

    beginning of year $4,400,329 · end of year $14,927,206

  • 4 · Accounts receivable

    beginning of year $4,947,136 · end of year $5,595,146

  • 5 · Loans and receivables from officers and key people

    beginning of year $0 · end of year $0

  • 6 · Loans and receivables from disqualified persons

    beginning of year $0 · end of year $0

  • 7 · Other notes and loans receivable

    beginning of year $104,649 · end of year $47,995

  • 8 · Inventories for sale or use

    beginning of year $0 · end of year $0

  • 9 · Prepaid expenses and deferred charges

    beginning of year $6,128,553 · end of year $39,501,208

  • 10a · Land, buildings and equipment: cost or other basis

    $617,503,488

  • 10b · Land, buildings and equipment: accumulated depreciation

    $267,854,101

  • 10c · Land, buildings and equipment, net

    beginning of year $329,491,687 · end of year $349,649,387

  • 11 · Investments: publicly traded securities

    beginning of year $176,275,502 · end of year $185,368,779

  • 12 · Investments: other securities

    beginning of year $185,612,302 · end of year $196,952,457

  • 13 · Investments: program-related

    beginning of year $272,436 · end of year $163,754

  • 14 · Intangible assets

    beginning of year $0 · end of year $0

  • 15 · Other assets

    beginning of year $22,618,957 · end of year $23,809,707

  • 17 · Accounts payable and accrued expenses

    beginning of year $18,019,906 · end of year $26,956,876

  • 18 · Grants payable

    beginning of year $0 · end of year $0

  • 19 · Deferred revenue

    beginning of year $4,117,334 · end of year $4,350,804

  • 20 · Tax-exempt bond liabilities

    beginning of year $133,951,435 · end of year $191,980,802

  • 21 · Escrow or custodial account liability

    beginning of year $0 · end of year $0

  • 22 · Loans and payables to officers and key people

    beginning of year $0 · end of year $0

  • 23 · Secured mortgages and notes payable

    beginning of year $0 · end of year $0

  • 24 · Unsecured notes and loans payable

    beginning of year $0 · end of year $0

  • 25 · Other liabilities

    beginning of year $11,822,621 · end of year $12,056,039

  • 27 · Net assets without donor restrictions

    beginning of year $379,678,253 · end of year $372,583,263

  • 28 · Net assets with donor restrictions

    beginning of year $204,180,380 · end of year $232,670,646

Mission and programs · 2024

Mission

LOYOLA UNIVERSITY MARYLAND INC IS A JESUIT CATHOLIC UNIVERSITY COMMITTED TO THE EDUCATIONAL AND SPIRITUAL TRADITIONS OF THE SOCIETY OF JESUS AND TO THE IDEALS OF LIBERAL EDUCATION AND THE DEVELOPMENT OF THE WHOLE PERSON. ACCORDINGLY, THE UNIVERSITY WILL INSPIRE STUDENTS TO LEARN, LEAD AND SERVE IN A DIVERSE AND CHANGING WORLD.

Activities or mission (Part I)

LOYOLA UNIVERSITY MARYLAND INC IS A JESUIT CATHOLIC UNIVERSITY COMMITTED TO THE EDUCATIONAL TRADITIONS OF THE SOCIETY OF JESUS AND THE DEVELOPMENT OF THE WHOLE PERSON.

  • INSTRUCTION OF 3,900 UNDERGRADUATE AND 1,000 GRADUATE STUDENTS (4,900 STUDENTS).

    Expenses $231,845,290 · Grants $141,971,452 · Revenue $237,012,504

  • HOUSING, FOOD SERVICE, AND OTHER STUDENT SERVICES.

    Expenses $41,859,609 · Revenue $57,912,064

  • PROVIDING ACADEMIC AND SUPPORT SERVICES TO STUDENTS (4,900 STUDENTS).

    Expenses $38,067,107 · Revenue $6,787,678

  • RESEARCH AND DEVELOPMENT AND PUBLIC SERVICE PRGMS

    Expenses $3,173,348 · Grants $20,418

As filed on the 2024 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • Terrence Sawyer

    Trustee & President

    Total calculated
    $600,783
    From this org
    $552,668
    From related orgs
    $0
    Other
    $48,115
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $524,517
    Bonus
    $0
    Other
    $28,151
    Deferred
    $31,050
    Nontaxable benefits
    $17,065
    Filer's total
    $600,783
  • Ann Doyle

    Trustee

    Total calculated
    $0
    Hours/week
    0.5
  • Arun Subhas

    Trustee

    Total calculated
    $0
    Hours/week
    0.5
  • Carrie Fox

    Trustee

    Total calculated
    $0
    Hours/week
    0.5
  • Christian McNeill

    Trustee

    Total calculated
    $0
    Hours/week
    0.5
  • Daelin Cook

    Trustee

    Total calculated
    $0
    Hours/week
    0.5
  • Daniel Rizzo

    Trustee

    Total calculated
    $0
    Hours/week
    0.5
  • David Metzger

    Trustee

    Total calculated
    $0
    Hours/week
    0.5
  • Elaine Grillo

    Trustee

    Total calculated
    $0
    Hours/week
    0.5
  • Gail Cunningham

    Trustee

    Total calculated
    $0
    Hours/week
    0.5
  • Gerard E Holthaus

    Trustee

    Total calculated
    $0
    Hours/week
    0.5
  • Gerry Geckle

    Trustee

    Total calculated
    $0
    Hours/week
    0.5
  • Gregory Chisholm SJ

    Trustee

    Total calculated
    $0
    Hours/week
    0.5
  • Gregory Kelly

    Trustee

    Total calculated
    $0
    Hours/week
    0.5
  • H Edward Hanway

    Trustee

    Total calculated
    $0
    Hours/week
    0.5
  • James Lambdin

    Trustee

    Total calculated
    $0
    Hours/week
    0.5
  • Jeffrey A Nattans

    Trustee

    Total calculated
    $0
    Hours/week
    0.5
  • JJ Matthews

    Trustee

    Total calculated
    $0
    Hours/week
    0.5
  • Julia Gray

    Trustee

    Total calculated
    $0
    Hours/week
    0.5
  • Katherine Jennings

    Trustee

    Total calculated
    $0
    Hours/week
    0.5
  • Kenneth F Boehl

    Trustee

    Total calculated
    $0
    Hours/week
    0.5
  • KerryAnn O'Meara

    Trustee

    Total calculated
    $0
    Hours/week
    0.5
  • Kevin Gillespie SJ

    Trustee

    Total calculated
    $0
    Hours/week
    0.5
  • Kimberly Ellison-Taylor

    Trustee

    Total calculated
    $0
    Hours/week
    0.5
  • Mark Knott

    Trustee

    Total calculated
    $0
    Hours/week
    0.5
  • Mark Rouchard

    Trustee

    Total calculated
    $0
    Hours/week
    0.5
  • Mary Fanning

    Trustee

    Total calculated
    $0
    Hours/week
    0.5
  • Michael McCarthy SJ

    Trustee

    Total calculated
    $0
    Hours/week
    0.5
  • Michael McFarland SJ

    Trustee

    Total calculated
    $0
    Hours/week
    0.5
  • Paul Eibeler

    Trustee

    Total calculated
    $0
    Hours/week
    0.5
  • Rachael Dugan

    Trustee

    Total calculated
    $0
    Hours/week
    0.5
  • Robert Cawley

    Trustee

    Total calculated
    $0
    Hours/week
    0.5
  • Roger Waesche

    Trustee

    Total calculated
    $0
    Hours/week
    0.5
  • Susan Bloomfield

    Trustee

    Total calculated
    $0
    Hours/week
    0.5
  • Tina Bjarekull

    Trustee

    Total calculated
    $0
    Hours/week
    0.5
  • Walter Doggett

    Trustee

    Total calculated
    $0
    Hours/week
    0.5
  • William Burke

    Trustee

    Total calculated
    $0
    Hours/week
    0.5
  • Brian Oakes

    Vice President

    Total calculated
    $324,776
    From this org
    $290,727
    From related orgs
    $0
    Other
    $34,049
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $282,482
    Bonus
    $0
    Other
    $8,245
    Deferred
    $25,748
    Nontaxable benefits
    $8,301
    Filer's total
    $324,776
  • Cheryl Moore-Thomas

    Vice President

    Total calculated
    $382,144
    From this org
    $350,660
    From related orgs
    $0
    Other
    $31,484
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $335,758
    Bonus
    $0
    Other
    $14,902
    Deferred
    $29,961
    Nontaxable benefits
    $1,523
    Filer's total
    $382,144
  • Deborah Cady Melzer

    Vice President

    Total calculated
    $274,005
    From this org
    $250,591
    From related orgs
    $0
    Other
    $23,414
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $250,591
    Bonus
    $0
    Other
    $0
    Deferred
    $22,470
    Nontaxable benefits
    $944
    Filer's total
    $274,005
  • Eric Nichols

    Vice President

    Total calculated
    $338,494
    From this org
    $310,643
    From related orgs
    $0
    Other
    $27,851
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $300,763
    Bonus
    $0
    Other
    $9,880
    Deferred
    $27,453
    Nontaxable benefits
    $398
    Filer's total
    $338,494
  • John Coppola

    Vice President

    Total calculated
    $250,716
    From this org
    $222,295
    From related orgs
    $0
    Other
    $28,421
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $217,672
    Bonus
    $0
    Other
    $4,623
    Deferred
    $20,345
    Nontaxable benefits
    $8,076
    Filer's total
    $250,716
  • Kristy Michel

    Vice President

    Total calculated
    $0
    Hours/week
    50
  • Sean Francis

    Interim Vice President

    Total calculated
    $266,136
    From this org
    $245,868
    From related orgs
    $0
    Other
    $20,268
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $197,591
    Bonus
    $48,277
    Other
    $0
    Deferred
    $19,539
    Nontaxable benefits
    $729
    Filer's total
    $266,136
  • Stephanie Coldren

    Chief of Staff

    Total calculated
    $156,171
    From this org
    $125,819
    From related orgs
    $0
    Other
    $30,352
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $125,819
    Bonus
    $0
    Other
    $0
    Deferred
    $12,172
    Nontaxable benefits
    $18,180
    Filer's total
    $156,171
  • Afra Hersi

    Dean

    Total calculated
    $244,011
    From this org
    $212,758
    From related orgs
    $0
    Other
    $31,253
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $212,758
    Bonus
    $0
    Other
    $0
    Deferred
    $19,998
    Nontaxable benefits
    $11,255
    Filer's total
    $244,011
  • Francis Golom

    Dean

    Total calculated
    $237,049
    From this org
    $207,949
    From related orgs
    $0
    Other
    $29,100
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $207,949
    Bonus
    $0
    Other
    $0
    Deferred
    $18,900
    Nontaxable benefits
    $10,200
    Filer's total
    $237,049
  • Mary Ann Scully

    Dean

    Total calculated
    $370,322
    From this org
    $337,144
    From related orgs
    $0
    Other
    $33,178
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $337,144
    Bonus
    $0
    Other
    $0
    Deferred
    $29,961
    Nontaxable benefits
    $3,217
    Filer's total
    $370,322
  • Charles Toomey

    Head Coach Men's Lacrosse

    Total calculated
    $459,588
    From this org
    $405,764
    From related orgs
    $0
    Other
    $53,824
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $394,673
    Bonus
    $0
    Other
    $11,091
    Deferred
    $31,050
    Nontaxable benefits
    $22,774
    Filer's total
    $459,588
  • Donna Woodruff

    ASST VP & DIRECTOR ATHLETICS

    Total calculated
    $306,911
    From this org
    $274,040
    From related orgs
    $0
    Other
    $32,871
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $248,540
    Bonus
    $7,500
    Other
    $18,000
    Deferred
    $22,855
    Nontaxable benefits
    $10,016
    Filer's total
    $306,911
  • Frank D'Souza

    Professor

    Total calculated
    $265,930
    From this org
    $244,574
    From related orgs
    $0
    Other
    $21,356
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $226,074
    Bonus
    $18,500
    Other
    $0
    Deferred
    $20,479
    Nontaxable benefits
    $877
    Filer's total
    $265,930
  • Jennifer Adams

    Head Coach Women's Lacrosse

    Total calculated
    $296,454
    From this org
    $263,390
    From related orgs
    $0
    Other
    $33,064
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $242,602
    Bonus
    $8,500
    Other
    $12,288
    Deferred
    $22,590
    Nontaxable benefits
    $10,474
    Filer's total
    $296,454
  • Tavaras Hardy

    Head Coach Men's Basketball

    Total calculated
    $228,907
    From this org
    $217,313
    From related orgs
    $0
    Other
    $11,594
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $209,534
    Bonus
    $5,000
    Other
    $2,779
    Deferred
    $5,817
    Nontaxable benefits
    $5,777
    Filer's total
    $228,907
  • Amanda Thomas

    Former Vice President

    Total calculated
    $232,847
    From this org
    $198,589
    From related orgs
    $0
    Other
    $34,258
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $198,589
    Bonus
    $0
    Other
    $0
    Deferred
    $18,713
    Nontaxable benefits
    $15,545
    Filer's total
    $232,847
  • Bobby Waldrup

    Former Dean

    Total calculated
    $224,361
    From this org
    $194,353
    From related orgs
    $0
    Other
    $30,008
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $194,353
    Bonus
    $0
    Other
    $0
    Deferred
    $18,541
    Nontaxable benefits
    $11,467
    Filer's total
    $224,361

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

  • 1a · Housing allowance or residence for personal use
  • 1a · Health or social club dues or initiation fees
  • 1b · Written policy on the line-1a expenses
  • 2 · Substantiation required before reimbursing expenses
  • 3 · Compensation committee
  • 3 · Form 990 of other organizations
  • 3 · Compensation survey or study
  • 3 · Approval by the board or compensation committee
  • 4a · Severance or change-of-control payment

Answered no

  • 4b · Supplemental nonqualified retirement plan
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

The filer's explanations (Part III)

Schedule J, Part I, Line 1a Health or social club dues or initiation fees
HEALTH OR SOCIAL CLUB DUES: THE FOLLOWING INDIVIDUALS RECEIVED MEMBERSHIPS IN LOCAL COUNTRY CLUBS OR SOCIAL CLUBS AS PART OF THEIR JOB DUTIES WITH THE UNIVERSITY: TERRENCE SAWYER, DONNA WOODRUFF, JOHN COPPOLA, BRIAN OAKES AND ERIC NICHOLS. THE UNIVERSITY TRACKS USAGE OF THESE CLUBS AND REPORTS PERSONAL USE AS TAXABLE INCOME ON THE EMPLOYEES' W-2.
Schedule J, Part I, Line 4a Severance or change-of-control payment
Tavaras Hardy - $225,360
Schedule J, Part II, Column (A) Sean Francis
Sean Francis served as Interim VP of Finance from September 7, 2024 through March 31, 2025.

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

Taxable family on this return

Schedule R Parts I, III and IV, as filed. These record ownership and control, not shared board members or money moved.

Related corporations and trusts

Part IV: related organizations taxable as a corporation or trust.

  • POOLED INCOME FUND-1

    Trust · POOLED INCOME FD · MD

    Directly controlled by NA

Provenance

Return type
form_990
Tax year
2024
Filed
9 April 2026
IRS schema version
2024v5.1
Source object
202640999349300039

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