To perform religious, charitable, and educational activities in accordance with the teaching, history, and traditions of the roman catholic church and the mission and ministry of the society of jesus; to provide opportunities for catechetical and spiritual growth in the roman catholic tradition through ignatian spirituality; and for any other religious, charitable or educational purpose that is consistent with the mission.

501(c)(3) charity; gifts are tax-deductible.
79¢ of each $1 spent went to programs.
$1.8M paid to officers and key staff.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX · Pay: Part VII

Before you give

FY2025 · Form 990Independent: from IRS data, not the org
Download 990
IRS status
501(c)(3)
not on the IRS revocation list
Looks good: listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
Yes
Donations are tax-deductible
Looks good: the IRS lists gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2025
latest Form 990
Looks good: the latest return is for FY2025, 1 tax year back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
5 of 6
filings with a surplus
Average surplus $265K a year · 2% of revenue · last 6 filings
Fine: a surplus in 5 of the last 6 filings.
Pt I · Ln 19 · 6 filings
Spent on programs
79%
of spending
Looks good: 79% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$1.8M
to officers and key staff · 11% of spending
Looks good: pay to officers and key staff is 11% of spending; 15% or less.
Pt VII · Sec A
4 mo
of spending, in cash
Plus $17.4M in investments, Pt X · Ln 11–13
Looks good: 4.4 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
1
named funder · $70K
Fine: 1 funder names it on their filings; under 3.
Funders’ Sch. I, 990-PF
Liabilities
$4.6M
14% of total assets
Looks good: liabilities are 14% of assets; 50% or less.
Pt X · Ln 26
Independent board members
13
of 14 voting members
Looks good: 13 of 14 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$17.0M
-6% vs prior year
Spent
$16.4M
To programs
79%
Net assets
$29.3M
By yearFY2020–FY2025
Revenue
$17.0M
FY2025▼ -6%
Tap a bar for its year
Revenue by fiscal year
FY2020$12.6M
FY2021$18.2M
FY2022$16.2M
FY2023$20.5M
FY2024$18.2M
FY2025$17.0M
Expenses
$16.4M
FY2025▼ -0.5%
Tap a bar for its year
Expenses by fiscal year
FY2020$17.8M
FY2021$16.2M
FY2022$16.1M
FY2023$18.0M
FY2024$16.5M
FY2025$16.4M
Net assets
$29.3M
FY2025▲ +5%
Tap a bar for its year
Net assets by fiscal year
FY2020$24.2M
FY2021$27.3M
FY2022$23.5M
FY2023$26.5M
FY2024$28.0M
FY2025$29.3M

From the FY2025 Form 990 (year ending September 2025) · figures checked against the IRS filing · see the original

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Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2025. IRS ruling in Mar 1946.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

79 cents of each dollar spent went to programs.

Program services 79% · $13.0M Management & general 21% · $3.4M

Form 990 Part IX, line 25, columns B–D. Every line is in By the numbers.

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Who runs it and what they're paid

22 people listed on the 990; $1.8M paid to officers and key staff.

Part VII, Section A · reportable compensation · most recent filed roster (FY2024); the FY2025 filing did not itemize Part VII
$343,049Pt VII · Sec A
VP, Sales and Marketing
$240,655Pt VII · Sec A
$227,512Pt VII · Sec A
VP, New Product Development
$213,413Pt VII · Sec A
$166,420Pt VII · Sec A
Director
$161,926Pt VII · Sec A
$159,025Pt VII · Sec A
Educational Sales Consultant
$143,877Pt VII · Sec A

Compensation history total reportable pay by year · 8 named individuals · Part VII

NameFY2025FY2024FY2023FY2022FY2021FY2020
Joellyn Cicciarelli$343,049$290,963$320,329$264,425$302,027$279,485
Terence K Brennan——$309,366$277,494$285,771$271,748
John Christensen$240,655$202,000$176,673———
Kimberly Skalman$227,512$191,267$171,926$165,525$162,637$152,707
Santiago Cortes-Sjoberg$213,413$207,570$198,696$198,696$191,618$200,558
Laura Trelease————$199,613$184,238
Dominic Yonto$159,025$157,592$196,617$196,617$128,909—
Valerie Vogel$166,420—————

Total reportable compensation (Form 990 Part VII column D / Schedule J column E) by filing year, matched by name within this organization. The Schedule J base / bonus / deferred breakdown is not parsed into this dataset.

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Questions the 990 asks

The form asks each of these directly. These are the filed answers.

  • Family or business ties among officersPt VI · Ln 2No
  • Top official's pay set by an independent reviewPt VI · Ln 15aYes

Programs and updates

Performs religious, charitable, and educational activities following Roman Catholic and Jesuit traditions.

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Provided by the organization

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1 program · $13.0M · in their own filed words · FY2024
01

Faith Formation

Loyola press publishes textbooks and resources containing primarily catholic religious content in support of its mission of evangelization, catechesis and spiritual inspiration. Faith formation seeks to serve the spiritual needs of catholics from birth through adult life.

$13.0Mprogram expense

Funders

Who pays for it.

From grant filings on record. Receipts are incomplete: individual donors are never listed.

Grants

Schedule I · received and paid
Grants received · FY2024
Total grants receivedfrom 1 funder$70K
Grants paid · 16 grants · $354K · 2019–2024

By the numbers

The FY2025 990, line by line.

1The main four
Money inPt VIII
$17.0M
Ln 12
Other incomeLn 4–11$14.9M
Investment incomeLn 3$1.3M
Fees for servicesLn 2g$584K
Money outPt IX
$16.4M
Ln 25
Programscol B$13.0M
Managementcol C$3.4M
Owns and owesPt X
$29.3M
net assets · Ln 32
Cash and savingsLn 1–2$6.0M
Total assetsLn 16$33.9M
LiabilitiesLn 26$4.6M
PeoplePt VI, VII
22
listed · VII A
PaidVII A9
Voting boardVI 1a14
IndependentVI 1b13
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$159K
Fees for servicesLn 2g$584K
Investment incomeLn 3$1.3M
Other incomeLn 4–11$14.9M
Gains on assetsLn 7$811K
Total revenueLn 12$17.0M
Assets in detailPt X, end of year
SavingsLn 2$6.0M
Cash and savings togetherLn 1–2$6.0M
InvestmentsLn 11–13$17.4M
Land, buildings, equipmentLn 10c$937K
Other assetsLn 15$1.3M
Total assetsLn 16$33.9M
LiabilitiesLn 26$4.6M
Net assetsLn 32$29.3M
OperationsPt I, VI
EmployeesI 583
VolunteersI 60
Fiscal year endsHeaderSeptember
Conflict-of-interest policyVI 12aYes
Whistleblower policyVI 13Yes
Records policyVI 14Yes
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY25End FY25
Cash and savingsLn 1–2$4.5M$6.0M
InvestmentsLn 11–13$16.8M$17.4M
Land, buildings, equipmentLn 10c$1.1M$937K
Total assetsLn 16$35.1M$33.9M
LiabilitiesLn 26$7.1M$4.6M
Net assetsLn 32$28.0M$29.3M
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Grants to domestic organizationsLn 1$346K$346K
Pay of current officers, directors and key staffLn 5$1.1M$692K$428K
Other salaries and wagesLn 7$7.2M$5.7M$1.5M
Pension plan contributionsLn 8$401K$335K$66K
Other employee benefitsLn 9$683K$532K$151K
Payroll taxesLn 10$590K$464K$125K
Legal feesLn 11b$55K$55K
Accounting feesLn 11c$109K$109K
Investment management feesLn 11f$111K$111K
Other fees for servicesLn 11g$1.9M$1.8M$176K
Advertising and promotionLn 12$388K$388K
Office expensesLn 13$660K$471K$190K
Information technologyLn 14$835K$683K$152K
TravelLn 17$486K$381K$104K
Conferences, conventions and meetingsLn 19$184K$181K$2K
InterestLn 20$61K$61K
Depreciation, depletion and amortizationLn 22$193K$152K$41K
InsuranceLn 23$70K$70K
Other expenses (24a–d)Ln 24$1.0M$900K$108K
All other expensesLn 24e$6K$6K
Total functional expensesLn 25$16.4M$13.0M$3.4M$0

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2025 Latest Viewing $17.0M$16.4M$573K$29.3M 990 PDF
FY2024 $18.2M$16.5M$1.6M$28.0M 990 PDF
FY2023 $20.5M$18.0M$2.5M$26.5M 990 PDF
FY2022 $16.2M$16.1M$122K$23.5M 990 PDF
FY2021 $18.2M$16.2M$1.9M$27.3M 990 PDF
FY2020 $12.6M$17.8M−$5.2M$24.2M 990 PDF

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Schedules filed Part IV

III · Programs R · Related orgs G · Fundraising L · Interested persons I · Grants A · Public support J · Pay O · Explanations
See the full FY2025 990 (6 parts)
Part I · Summary $17,016,363 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $9,412$158,677
I-9 Program service revenuePrior year $690,364$583,907
I-10 Investment incomePrior year $1,349,371$1,328,139
I-11 Other revenuePrior year $16,119,343$14,945,640
I-12 Total revenuePrior year $18,168,490$17,016,363
I-13 Grants and similar amounts paidPrior year $137,891$346,167
I-14 Benefits paid to membersPrior year $0$0
I-15 Salaries and benefitsPrior year $10,106,906$10,002,713
I-16a Professional fundraising feesPrior year $0$0
I-17 Other expensesPrior year $6,286,697$6,094,377
I-18 Total expensesPrior year $16,531,494$16,443,257
I-19 Revenue less expensesPrior year $1,636,996$573,106
Part VI · Governance 13 of 14 board members independent, no flags
VI-1a Voting members of the governing body14
VI-1b Independent voting members13
VI-2 Family or business relationship among officers or directorsNo
VI-12a Written conflict of interest policyYes
VI-13 Written whistleblower policyYes
VI-14 Document retention and destruction policyYes
VI-15a Process for setting top official's payYes
Part VIII · Statement of revenue $17,016,363 across 7 lines filed
Lines not itemized here account for $14,927,121 of total revenue; see the IRS return.
VIII-1f All other contributions, gifts and grants$158,677
VIII-1h Total contributions, gifts and grants$158,677
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $583,907$583,907
VIII-3 Investment incomeExcluded from tax $516,924$516,924
VIII-7 Net gain or loss on sales of assetsExcluded from tax $811,215$811,215
VIII-11a-d Other revenue, itemized rows (sum of 11a–11d as filed)Related to mission $18,519$18,519
VIII-12 Total revenueRelated to mission $15,529,547 · Unrelated business $0 · Excluded from tax $1,328,139$17,016,363
Part IX · Statement of functional expenses $16,443,257 across 20 lines filed
IX-1 Grants to domestic organizationsPrograms $346,167$346,167
IX-5 Pay of current officers, directors and key staffPrograms $692,269 · Management $427,967$1,120,236
IX-7 Other salaries and wagesPrograms $5,736,639 · Management $1,471,724$7,208,363
IX-8 Pension plan contributionsPrograms $335,046 · Management $66,128$401,174
IX-9 Other employee benefitsPrograms $531,979 · Management $151,166$683,145
IX-10 Payroll taxesPrograms $464,375 · Management $125,420$589,795
IX-11b Legal feesManagement $54,971$54,971
IX-11c Accounting feesManagement $109,025$109,025
IX-11f Investment management feesManagement $110,881$110,881
IX-11g Other fees for servicesPrograms $1,752,918 · Management $176,103$1,929,021
IX-12 Advertising and promotionPrograms $388,177$388,177
IX-13 Office expensesPrograms $470,699 · Management $189,758$660,457
IX-14 Information technologyPrograms $682,569 · Management $152,265$834,834
IX-17 TravelPrograms $381,291 · Management $104,313$485,604
IX-19 Conferences, conventions and meetingsPrograms $181,230 · Management $2,400$183,630
IX-20 InterestManagement $60,795$60,795
IX-22 Depreciation, depletion and amortizationPrograms $151,543 · Management $41,044$192,587
IX-23 InsuranceManagement $70,048$70,048
IX-24 Other expenses (24a–d)Programs $900,317 · Management $107,639$1,007,956
IX-24e All other expensesManagement $6,391$6,391
IX-25 Total functional expensesPrograms $13,015,219 · Management $3,428,038 · Fundraising $0$16,443,257
Part X · Balance sheet $33,885,929 assets, 16 lines filed
X-2 Savings and temporary cash investmentsStart of year $4,456,709$6,033,737
X-4 Accounts receivableStart of year $6,124,556$3,794,161
X-8 Inventories for sale or useStart of year $4,594,796$3,885,342
X-9 Prepaid expenses and deferred chargesStart of year $527,474$512,814
X-10c Land, buildings and equipment, netStart of year $1,107,509$936,701
X-11 Publicly traded securitiesStart of year $16,789,493$17,433,043
X-15 Other assetsStart of year $1,457,398$1,290,131
X-16 Total assetsStart of year $35,057,935$33,885,929
X-17 Accounts payable and accrued expensesStart of year $1,888,437$1,980,690
X-19 Deferred revenueStart of year $224,557$233,178
X-25 Other liabilitiesStart of year $4,948,707$2,415,333
X-26 Total liabilitiesStart of year $7,061,701$4,629,201
X-27 Net assets without donor restrictionsStart of year $26,087,694$27,884,461
X-28 Net assets with donor restrictionsStart of year $1,908,540$1,372,267
X-32 Total net assets or fund balancesStart of year $27,996,234$29,256,728
X-33 Total liabilities and net assetsStart of year $35,057,935$33,885,929
Part XI · Reconciliation of net assets $29,256,728 net assets at year end
XI-1 Total revenue$17,016,363
XI-2 Total expenses$16,443,257
XI-3 Revenue less expenses$573,106
XI-4 Net assets at start of year$27,996,234
XI-5 Net unrealized gains (losses) on investments$687,388
XI-9 Other changes in net assets$0
XI-10 Net assets at end of year$29,256,728

Form 990 e-file (XML) FY2025 from the IRS · Classification, formation year and address from the IRS Business Master File

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