BALDWIN WALLACE UNIVERSITY: Form 990, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- BALDWIN WALLACE UNIVERSITY (EIN 34-0714629)
- Tax period
- 2024-07-01 to 2025-06-30
- Filed
- 2026-05-13
- IRS object ID
- 202641339349300549
- Schema version
- 2024v5.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule E
- Schedule F
- Schedule I
- Schedule J
- Schedule K
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-05-13T08:43:06+00:00 | ReturnTs |
| Tax Period End | 2025-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 440160260 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Forvis Mazars LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 111 E Wayne Street Suite 600 | AddressLine1Txt |
| City | Fort Wayne | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 46802 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2024-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 340714629 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Baldwin Wallace University | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BALD | BusinessNameControlTxt |
| Phone | 4408268102 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 275 EASTLAND ROAD | AddressLine1Txt |
| City | BEREA | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 440172088 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | F John Case | PersonNm |
| Person Title | Interim Chief Financial Officer | PersonTitleTxt |
| Phone | 4408268102 | PhoneNum |
| Signature | 2026-05-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Lauren Denton | PreparerPersonNm |
| PTIN | P01571860 | PTIN |
| Phone | 2604604000 | PhoneNum |
| Preparation | 2026-05-13 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990 IRS990
Principal Ofcr Business Name PrincipalOfcrBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Lee Fisher | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 275 EASTLAND ROAD | AddressLine1Txt |
| City | BEREA | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 440172088 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $241,711,486 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.BW.EDU | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1842 | FormationYr |
| Legal Domicile State | OH | LegalDomicileStateCd |
| Activity Or Mission | BALDWIN WALLACE UNIVERSITY PROVIDES UNDERGRADUATE HIGHER EDUCATION LEADING TO THE BACHELOR DEGREE, AND GRADUATE EDUCATION AT THE MASTERS LEVEL IN SIX FIELDS. | ActivityOrMissionDesc |
| Voting Members Governing Body | 41 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 40 | VotingMembersIndependentCnt |
| Total Employee | 2416 | TotalEmployeeCnt |
| Total Volunteers | 100 | TotalVolunteersCnt |
| Total Gross UBI | $99,664 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $25,381 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $13,229,031 | PYContributionsGrantsAmt |
| CY Contributions Grants | $13,962,985 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $121,581,111 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $129,652,362 | CYProgramServiceRevenueAmt |
| PY Investment Income | $22,964,999 | PYInvestmentIncomeAmt |
| CY Investment Income | $14,083,257 | CYInvestmentIncomeAmt |
| PY Other Revenue | $5,097,693 | PYOtherRevenueAmt |
| CY Other Revenue | $6,951,901 | CYOtherRevenueAmt |
| PY Total Revenue | $162,872,834 | PYTotalRevenueAmt |
| CY Total Revenue | $164,650,505 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $57,345,880 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $62,670,032 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $73,391,426 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $61,932,456 | CYSalariesCompEmpBnftPaidAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $3,252,058 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $40,138,070 | PYOtherExpensesAmt |
| CY Other Expenses | $43,484,093 | CYOtherExpensesAmt |
| PY Total Expenses | $170,875,376 | PYTotalExpensesAmt |
| CY Total Expenses | $168,086,581 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$8,002,542 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$3,436,076 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $354,112,679 | TotalAssetsBOYAmt |
| Total Assets EOY | $347,243,370 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $55,082,842 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $40,705,999 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $299,029,837 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $306,537,371 | NetAssetsOrFundBalancesEOYAmt |
| Mission | BALDWIN WALLACE UNIVERSITY IS AN ACADEMIC COMMUNITY COMMITTED TO THE LIBERAL ARTS AND SCIENCES AS THE FOUNDATION FOR LIFELONG LEARNING. THE UNIVERSITY FULFILLS THIS MISSION THROUGH A RIGOROUS ACADEMIC PROGRAM THAT IS CHARACTERIZED BY EXCELLENCE IN TEACHING AND LEARNING. IT MAINTAINS A CHALLENGING, SUPPORTIVE ENVIRONMENT THAT ENHANCES STUDENTS' INTELLECTUAL AND SPIRITUAL GROWTH. BALDWIN WALLACE ASSISTS STUDENTS IN THEIR PREPARATION TO BECOME CONTRIBUTING, COMPASSIONATE CITIZENS OF AN INCREASINGLY GLOBAL SOCIETY AND ENCOURAGES THEIR PURSUIT OF PERSONAL AND PROFESSIONAL EXCELLENCE. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $62,670,032 | ExpenseAmt |
| Grant | $62,670,032 | GrantAmt |
| Desc | MERIT SCHOLARSHIPS AND NEED-BASED FINANCIAL AID GRANTS TO STUDENTS ACTIVELY ENROLLED IN THE UNIVERSITY. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $61,471,028 | ExpenseAmt |
| Revenue | $120,407,561 | RevenueAmt |
| Desc | EDUCATION OF 2,770 FULL-TIME UNDERGRADUATE STUDENTS, 1103 PART-TIME UNDERGRADUATES, AND 445 GRADUATE STUDENTS, PLUS CERTIFICATE PROGRAMS AND FACULTY SCHOLARLY RESEARCH. UNDERGRADUATE DEGREES OFFERED ARE THE BACHELOR OF ARTS, BACHELOR OF FINE ARTS, BACHELOR OF SCIENCE, BACHELOR OF SCIENCE IN EDUCATION, BACHELOR OF MUSIC, BACHELOR OF MUSIC EDUCATION, AND BACHELOR OF SCIENCE IN NURSING. THE GRADUATE PROGRAMS LEAD TO THE DEGREES OF MASTER OF ACCOUNTANCY, MASTER OF ARTS IN EDUCATION, MASTER OF BUSINESS ADMINISTRATION, MASTER OF MEDICAL SCIENCE (PHYSICIAN ASSISTANT), MASTER OF PUBLIC HEALTH, AND MASTER OF SCIENCE (SPEECH LANGUAGE PATHOLOGY AND EXERCISE PHYSIOLOGY). | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $19,851,075 | ExpenseAmt |
| Revenue | $15,662,574 | RevenueAmt |
| Desc | AUXILIARY SERVICES AND ACTIVITIES FOR STUDENTS, INCLUDING RESIDENCE HALLS HOUSING 1,377 FULL-TIME STUDENTS, DINING HALLS, BOOKSTORE, ATHLETICS, STUDENT UNION, RECREATION CENTER, AND HEALTH CENTER. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $143,992,135 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | Yes (true) | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | Yes (true) | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (true) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (true) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (true) | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (true) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | false | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (true) | ConsolidatedAuditFinclStmtInd |
| School Operating | Yes (true) | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | Yes (true) | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | false | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (true) | GrantsToIndividualsInd |
| Schedule J Required | Yes (true) | ScheduleJRequiredInd |
| Tax Exempt Bonds | Yes (true) | TaxExemptBondsInd |
| Invest Tax Exempt Bonds | false | InvestTaxExemptBondsInd |
| Escrow Account | false | EscrowAccountInd |
| On Behalf Of Issuer | false | OnBehalfOfIssuerInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | false | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | Yes (true) | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | Yes (true) | RelatedEntityInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | false | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 462 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 2416 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (true) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (true) | Form990TFiledInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | false | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | false | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 41 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 40 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (true) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | false | MembersOrStockholdersInd |
| Election Of Board Members | false | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Policies Reference Chapters | false | PoliciesReferenceChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (true) | CompensationProcessOtherInd |
| Investment In Joint Venture | Yes (true) | InvestmentInJointVentureInd |
| Written Policy Or Procedure | Yes (true) | WrittenPolicyOrProcedureInd |
| States Where Copy Of Return Is Fld | CO | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MD | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NH | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OH | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | SC | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KRISTINA SZPALIK | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4408268102 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 275 EASTLAND ROAD | AddressLine1Txt |
| City | BEREA | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 440172088 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (57 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd | Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd |
|---|---|---|---|---|---|---|---|---|
| Gregory Flanik | ||||||||
| Interim President (1/25-6/25) / VP OPERATIONS | 40.0 | Yes (X) | Yes (X) | $215,915 | $0 | $36,482 | ||
| Lee Thomas | ||||||||
| Chair | 5.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| Thomas Sutton | ||||||||
| Interim President (6/24-12/24) | 40.0 | Yes (X) | Yes (X) | $199,593 | $0 | $61,913 | ||
| AGNES P DOVER | ||||||||
| TRUSTEE | 1.0 | Yes (X) | $0 | $0 | $0 | |||
| BROOKE SIRAK | ||||||||
| TRUSTEE | 1.0 | Yes (X) | $0 | $0 | $0 | |||
| CHARLES E ROTUNO | ||||||||
| TRUSTEE | 1.0 | Yes (X) | $0 | $0 | $0 | |||
| CHRISTOPHER M ZITO | ||||||||
| TRUSTEE | 1.0 | Yes (X) | $0 | $0 | $0 | |||
| DANIEL C HAGEN | ||||||||
| TRUSTEE | 1.0 | Yes (X) | $0 | $0 | $0 | |||
| DAVID F MARTIN | ||||||||
| TRUSTEE | 1.0 | Yes (X) | $0 | $0 | $0 | |||
| DAVID JENKINS | ||||||||
| TRUSTEE | 1.0 | Yes (X) | $0 | $0 | $0 | |||
| DEBRA LYONS | ||||||||
| TRUSTEE | 1.0 | Yes (X) | $0 | $0 | $0 | |||
| DONALD W BOGUS | ||||||||
| TRUSTEE | 1.0 | Yes (X) | $0 | $0 | $0 | |||
| DUANE BISHOP | ||||||||
| TRUSTEE | 1.0 | Yes (X) | $0 | $0 | $0 | |||
| EDWARD NAPOLEON JR | ||||||||
| TRUSTEE | 1.0 | Yes (X) | $0 | $0 | $0 | |||
| ERIC McCLELLAND | ||||||||
| TRUSTEE | 1.0 | Yes (X) | $0 | $0 | $0 | |||
| FLOYD A TROUTEN | ||||||||
| TRUSTEE | 1.0 | Yes (X) | $0 | $0 | $0 | |||
| GABRIELLE ARYEETEY | ||||||||
| TRUSTEE | 1.0 | Yes (X) | $0 | $0 | $0 | |||
| JAMES M DAVIDSON | ||||||||
| TRUSTEE | 1.0 | Yes (X) | $0 | $0 | $0 | |||
| JIM TRESSEL | ||||||||
| TRUSTEE | 1.0 | Yes (X) | $0 | $0 | $0 | |||
| JOE MATUSZEWSKI | ||||||||
| TRUSTEE | 1.0 | Yes (X) | $0 | $0 | $0 | |||
| JOHN MICKLITSCH | ||||||||
| TRUSTEE | 1.0 | Yes (X) | $0 | $0 | $0 | |||
| JOHN W KROPf | ||||||||
| TRUSTEE | 1.0 | Yes (X) | $0 | $0 | $0 | |||
| KRIS SMEAGE | ||||||||
| TRUSTEE | 1.0 | Yes (X) | $0 | $0 | $0 | |||
| LUTUL D FARROW | ||||||||
| TRUSTEE | 1.0 | Yes (X) | $0 | $0 | $0 | |||
| MALISSE SINITO | ||||||||
| TRUSTEE | 1.0 | Yes (X) | $0 | $0 | $0 | |||
| MARK H SUMMERS | ||||||||
| TRUSTEE | 1.0 | Yes (X) | $0 | $0 | $0 | |||
| NORA MAHONEY | ||||||||
| TRUSTEE | 1.0 | Yes (X) | $0 | $0 | $0 | |||
| PAUL G CLARK | ||||||||
| TRUSTEE | 1.0 | Yes (X) | $0 | $0 | $0 | |||
| PAUL H CARLETON | ||||||||
| TRUSTEE | 1.0 | Yes (X) | $0 | $0 | $0 | |||
| PETER REA | ||||||||
| TRUSTEE | 1.0 | Yes (X) | $0 | $0 | $0 | |||
| PETER V NEFFENGER | ||||||||
| TRUSTEE | 1.0 | Yes (X) | $0 | $0 | $0 | |||
| RICHARD DESICH | ||||||||
| TRUSTEE | 1.0 | Yes (X) | $0 | $0 | $0 | |||
| ROBIN C COTTINGHAM | ||||||||
| TRUSTEE | 1.0 | Yes (X) | $0 | $0 | $0 | |||
| RON LEONHARDT | ||||||||
| TRUSTEE | 1.0 | Yes (X) | $0 | $0 | $0 | |||
| RYAN R CROSS | ||||||||
| TRUSTEE | 1.0 | Yes (X) | $0 | $0 | $0 | |||
| STANLEY BALL | ||||||||
| TRUSTEE | 1.0 | Yes (X) | $0 | $0 | $0 | |||
| SUSAN BIXLER | ||||||||
| TRUSTEE | 1.0 | Yes (X) | $0 | $0 | $0 | |||
| SUSAN L ZANETTI | ||||||||
| TRUSTEE | 1.0 | Yes (X) | $0 | $0 | $0 | |||
| TIM COWEN | ||||||||
| TRUSTEE | 1.0 | Yes (X) | $0 | $0 | $0 | |||
| WADE I MASSAD | ||||||||
| TRUSTEE | 1.0 | Yes (X) | $0 | $0 | $0 | |||
| WILLIAM B SUMMERS JR | ||||||||
| TRUSTEE | 1.0 | Yes (X) | $0 | $0 | $0 | |||
| ZAREMA JARAMILLO | ||||||||
| TRUSTEE | 1.0 | Yes (X) | $0 | $0 | $0 | |||
| Ellen Zegarra | ||||||||
| VP for philanthropy (left 1/25) | 40.0 | Yes (X) | $227,268 | $0 | $37,391 | |||
| Gregory Cingle | ||||||||
| Chief financial officer / TREASURER | 40.0 | Yes (X) | $213,409 | $0 | $24,662 | |||
| Lena Crain | ||||||||
| Assoc. VP & Dean of Students | 40.0 | Yes (X) | $129,862 | $0 | $7,200 | |||
| Linda Chase | ||||||||
| Interim provost (start 1/25) | 40.0 | Yes (X) | $122,876 | $0 | $20,379 | |||
| Melanie Shakarian | ||||||||
| Interim VP for philanthropy (start 3/25) | 40.0 | Yes (X) | $0 | $0 | $0 | |||
| Michelle Moscarino | ||||||||
| Secretary & Administrative assistant | 40.0 | Yes (X) | $39,272 | $0 | $21,301 | |||
| Scott Schulz | ||||||||
| VP for enrollment mngmt | 40.0 | Yes (X) | $191,401 | $0 | $58,115 | |||
| Stephen D Stahl | ||||||||
| Provost (left 9/24) | 40.0 | Yes (X) | $166,140 | $0 | $37,423 | |||
| Timeka Rashid | ||||||||
| VP for student affairs (left 12/24) | 40.0 | Yes (X) | $174,907 | $0 | $38,262 | |||
| Colleen Visconti | ||||||||
| Professor | 40.0 | $165,731 | $0 | $22,408 | Yes (X) | |||
| Lori Long | ||||||||
| Professor | 40.0 | $136,684 | $0 | $44,058 | Yes (X) | |||
| Lori Radulovich | ||||||||
| Professor | 40.0 | $158,388 | $0 | $36,204 | Yes (X) | |||
| Susan Kuznik | ||||||||
| Professor | 40.0 | $144,421 | $0 | $38,488 | Yes (X) | |||
| Swagata Banik | ||||||||
| Professor | 40.0 | $157,597 | $0 | $22,784 | Yes (X) | |||
| Robert C Helmer | ||||||||
| President (left 6/24) | 40.0 | $446,109 | $0 | $52,601 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $2,889,573 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $559,671 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 115 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | Yes (true) | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| ALBERT M HIGLEY COMPANY | |||||
| 3636 EUCLID AVENUE | CLEVELAND | OH | 44115 | CONSTRUCTION | $792,094 |
| KPMG LLP | |||||
| 3 CHESTNUT RIDGE ROAD | MONTVALE | NJ | 076450435 | AUDIT | $423,508 |
| NORTH SHORE MECHANICAL | |||||
| 55 LOU GROZA BLVD | BEREA | OH | 44017 | CONSTRUCTION | $394,549 |
| ERNST & YOUNG US LLP | |||||
| 200PLAZA DRIVE | SECAUCUS | NJ | 07094 | CONSULTING | $369,754 |
| FALTHOM SEO LLP | |||||
| 2020 CENTER STREET | CLEVELAND | OH | 441132302 | MARKETING | $209,933 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 11 | CntrctRcvdGreaterThan100KCnt |
| Government Grants | $2,438,653 | GovernmentGrantsAmt |
| All Other Contributions | $11,524,332 | AllOtherContributionsAmt |
| Noncash Contributions | $2,045,324 | NoncashContributionsAmt |
| Total Contributions | $13,962,985 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (5 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| Tuition and fees | 616000 | $117,960,798 | $117,960,798 |
| Redidence halls | 611710 | $9,129,565 | $9,129,565 |
| Sponsored programs | 616000 | $1,362,799 | $1,362,799 |
| Community classes | 616000 | $1,083,964 | $1,083,964 |
| Concerts, theater, athletics | 711110 | $115,236 | $115,236 |
Total Oth Program Service Rev TotalOthProgramServiceRevGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $129,652,362 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $4,253,034 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $11,297 | UnrelatedBusinessRevenueAmt |
| Exclusion | $4,241,737 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $97,086 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $27,964 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $69,122 | RealAmt |
| Personal | $0 | PersonalAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $69,122 | TotalRevenueColumnAmt |
| Exclusion | $69,122 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $78,439,033 | SecuritiesAmt |
| Other | $4,447,065 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $71,748,073 | SecuritiesAmt |
| Other | $1,307,802 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $6,690,960 | SecuritiesAmt |
| Other | $3,139,263 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $9,830,223 | TotalRevenueColumnAmt |
| Exclusion | $9,830,223 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $10,483,282 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $3,977,142 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $6,506,140 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $6,417,773 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $88,367 | UnrelatedBusinessRevenueAmt |
Other Revenue Misc OtherRevenueMiscGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | ExclusionExclusionAmt |
|---|---|---|---|
| Other | 900099 | $267,146 | $267,146 |
| Laundry vending | 812300 | $49,984 | $49,984 |
| Student parking | 900099 | $31,765 | $31,765 |
Miscellaneous Revenue MiscellaneousRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $27,744 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $27,744 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $376,639 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $164,650,505 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $136,070,135 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $99,664 | UnrelatedBusinessRevenueAmt |
| Exclusion | $14,517,721 | ExclusionAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $62,670,032 | TotalAmt |
| Program Services | $62,670,032 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,957,290 | TotalAmt |
| Program Services | $394,006 | ProgramServicesAmt |
| Management And General | $1,274,501 | ManagementAndGeneralAmt |
| Fundraising | $288,783 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $44,071,760 | TotalAmt |
| Program Services | $39,617,505 | ProgramServicesAmt |
| Management And General | $3,049,162 | ManagementAndGeneralAmt |
| Fundraising | $1,405,093 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,689,697 | TotalAmt |
| Program Services | $1,376,104 | ProgramServicesAmt |
| Management And General | $238,619 | ManagementAndGeneralAmt |
| Fundraising | $74,974 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,802,917 | TotalAmt |
| Program Services | $8,797,993 | ProgramServicesAmt |
| Management And General | $1,525,587 | ManagementAndGeneralAmt |
| Fundraising | $479,337 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,410,792 | TotalAmt |
| Program Services | $2,777,780 | ProgramServicesAmt |
| Management And General | $481,672 | ManagementAndGeneralAmt |
| Fundraising | $151,340 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $478,258 | TotalAmt |
| Management And General | $478,258 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $393,053 | TotalAmt |
| Management And General | $393,053 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $141,379 | TotalAmt |
| Management And General | $141,379 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,209,831 | TotalAmt |
| Program Services | $2,682,817 | ProgramServicesAmt |
| Management And General | $2,316,824 | ManagementAndGeneralAmt |
| Fundraising | $210,190 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $878,910 | TotalAmt |
| Program Services | $16,412 | ProgramServicesAmt |
| Management And General | $862,498 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,723,394 | TotalAmt |
| Program Services | $2,846,629 | ProgramServicesAmt |
| Management And General | $759,799 | ManagementAndGeneralAmt |
| Fundraising | $116,966 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,403,598 | TotalAmt |
| Program Services | $1,395,959 | ProgramServicesAmt |
| Management And General | $862,886 | ManagementAndGeneralAmt |
| Fundraising | $144,753 | FundraisingAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $22,546 | TotalAmt |
| Program Services | $22,546 | ProgramServicesAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,224,923 | TotalAmt |
| Program Services | $5,910,633 | ProgramServicesAmt |
| Management And General | $270,081 | ManagementAndGeneralAmt |
| Fundraising | $44,209 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,226,996 | TotalAmt |
| Program Services | $2,169,585 | ProgramServicesAmt |
| Management And General | $21,776 | ManagementAndGeneralAmt |
| Fundraising | $35,635 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $81,492 | TotalAmt |
| Program Services | $81,492 | ProgramServicesAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,240,409 | TotalAmt |
| Management And General | $4,240,409 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,890,032 | TotalAmt |
| Program Services | $10,430,830 | ProgramServicesAmt |
| Management And General | $384,035 | ManagementAndGeneralAmt |
| Fundraising | $75,167 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,498,922 | TotalAmt |
| Program Services | $777,371 | ProgramServicesAmt |
| Management And General | $721,551 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| Other | $2,427,761 | $1,632,209 | $758,534 | $37,018 |
| Uncollectable receivables provision | $1,732,173 | $1,732,173 | ||
| Special events | $539,369 | $224,278 | $127,055 | $188,036 |
| memberships | $365,048 | $167,954 | $196,537 | $557 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,999 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $5,999 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $168,086,581 | TotalAmt |
| Program Services | $143,992,135 | ProgramServicesAmt |
| Management And General | $20,842,388 | ManagementAndGeneralAmt |
| Fundraising | $3,252,058 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,299,019 | BOYAmt |
| EOY | $10,403,863 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $21,707,304 | BOYAmt |
| EOY | $10,827,704 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,088,216 | BOYAmt |
| EOY | $4,984,960 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,730,415 | BOYAmt |
| EOY | $2,285,661 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,745,210 | BOYAmt |
| EOY | $1,116,778 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,480,712 | BOYAmt |
| EOY | $1,294,589 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $322,097,709 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $172,376,810 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $158,158,208 | BOYAmt |
| EOY | $149,720,899 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $100,151,794 | BOYAmt |
| EOY | $108,461,136 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $25,672,268 | BOYAmt |
| EOY | $20,691,589 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,261,774 | BOYAmt |
| EOY | $7,747,224 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $25,817,759 | BOYAmt |
| EOY | $29,708,967 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $354,112,679 | BOYAmt |
| EOY | $347,243,370 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,980,299 | BOYAmt |
| EOY | $7,047,320 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,688,601 | BOYAmt |
| EOY | $1,990,861 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $15,320,000 | BOYAmt |
| EOY | $14,040,000 | EOYAmt |
Loans From Officers Directors LoansFromOfficersDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $25,542,867 | BOYAmt |
| EOY | $9,988,787 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,551,075 | BOYAmt |
| EOY | $7,639,031 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $55,082,842 | BOYAmt |
| EOY | $40,705,999 | EOYAmt |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $72,895,881 | BOYAmt |
| EOY | $85,141,494 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $226,133,956 | BOYAmt |
| EOY | $221,395,877 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $299,029,837 | BOYAmt |
| EOY | $306,537,371 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $354,112,679 | BOYAmt |
| EOY | $347,243,370 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$3,436,076 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $10,943,610 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | FSAuditedInd |
| Audit Committee | Yes (true) | AuditCommitteeInd |
| Federal Grant Audit Required | Yes (true) | FederalGrantAuditRequiredInd |
| Federal Grant Audit Performed | Yes (true) | FederalGrantAuditPerformedInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| School | Yes (X) | SchoolInd |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $24,496,090 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $19,524,936 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $12,123,633 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $13,229,031 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $13,962,985 | CurrentTaxYearAmt |
| Total | $83,336,675 | TotalAmt |
Tax Rev Levied Orgnztnl Bnft170 TaxRevLeviedOrgnztnlBnft170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $24,496,090 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $19,524,936 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $12,123,633 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $13,229,031 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $13,962,985 | CurrentTaxYearAmt |
| Total | $83,336,675 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $8,157,695 | SubstantialContributorsTotAmt |
| Public Support Total170 | $75,178,980 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $640,543 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,144,287 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $794,217 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,416,756 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $4,350,120 | CurrentTaxYearAmt |
| Total | $8,345,923 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | -$12,784 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $16,714 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $20,288 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $28,566 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $26,155 | CurrentTaxYearAmt |
| Total | $78,939 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $0 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $0 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $0 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $0 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $0 | CurrentTaxYearAmt |
| Total | $0 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $91,761,537 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $600,983,884 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.81929 | PublicSupportCY170Pct |
| Public Support PY170 | 0.802 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Funds And Other Accounts Held | 1 | FundsAndOtherAccountsHeldCnt |
| Funds And Other Accounts Contri | $1,000 | FundsAndOtherAccountsContriAmt |
| Funds And Other Accounts Grants | $60,000 | FundsAndOtherAccountsGrantsAmt |
| Funds And Other Accounts Vl EOY | $102,931 | FundsAndOtherAccountsVlEOYAmt |
| Disclosed Org Leg Ctrl | Yes (true) | DisclosedOrgLegCtrlInd |
| Disclosed For Charitable Prps | Yes (true) | DisclosedForCharitablePrpsInd |
| Collection Used Pub Exhibition | Yes (X) | CollectionUsedPubExhibitionInd |
| Coll Used Scholarly Rsrch | Yes (X) | CollUsedScholarlyRsrchInd |
Collection Used Other Purposes CollectionUsedOtherPurposesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Collection Used Other Purposes | Yes (X) | CollectionUsedOtherPurposesInd |
| Other Purposes | Art Instruction | OtherPurposesDesc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Solicited Assets Sale | false | SolicitedAssetsSaleInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $173,537,549 | BeginningYearBalanceAmt |
| Contributions | $2,961,491 | ContributionsAmt |
| Investment Earnings Or Losses | $15,526,941 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $3,166,348 | GrantsOrScholarshipsAmt |
| Other Expenditures | $4,001,819 | OtherExpendituresAmt |
| Administrative Expenses | $0 | AdministrativeExpensesAmt |
| End Year Balance | $184,857,814 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $161,461,131 | BeginningYearBalanceAmt |
| Contributions | $3,347,683 | ContributionsAmt |
| Investment Earnings Or Losses | $16,608,401 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $3,143,589 | GrantsOrScholarshipsAmt |
| Other Expenditures | $4,736,077 | OtherExpendituresAmt |
| Administrative Expenses | $0 | AdministrativeExpensesAmt |
| End Year Balance | $173,537,549 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $156,944,902 | BeginningYearBalanceAmt |
| Contributions | $2,796,841 | ContributionsAmt |
| Investment Earnings Or Losses | $13,454,491 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $3,243,652 | GrantsOrScholarshipsAmt |
| Other Expenditures | $8,491,451 | OtherExpendituresAmt |
| Administrative Expenses | $0 | AdministrativeExpensesAmt |
| End Year Balance | $161,461,131 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $179,354,039 | BeginningYearBalanceAmt |
| Contributions | $2,567,838 | ContributionsAmt |
| Investment Earnings Or Losses | -$15,761,747 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $3,177,952 | GrantsOrScholarshipsAmt |
| Other Expenditures | $6,037,276 | OtherExpendituresAmt |
| Administrative Expenses | $0 | AdministrativeExpensesAmt |
| End Year Balance | $156,944,902 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $146,129,896 | BeginningYearBalanceAmt |
| Contributions | $2,852,061 | ContributionsAmt |
| Investment Earnings Or Losses | $39,246,818 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $2,904,704 | GrantsOrScholarshipsAmt |
| Other Expenditures | $5,970,032 | OtherExpendituresAmt |
| Administrative Expenses | $0 | AdministrativeExpensesAmt |
| End Year Balance | $179,354,039 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.11 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.89 | PrmnntEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | false | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | false | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $18,941,823 | OtherCostOrOtherBasisAmt |
| Book Value | $18,941,823 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $278,267,684 | OtherCostOrOtherBasisAmt |
| Depreciation | $156,575,245 | DepreciationAmt |
| Book Value | $121,692,439 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $24,888,202 | OtherCostOrOtherBasisAmt |
| Depreciation | $15,801,565 | DepreciationAmt |
| Book Value | $9,086,637 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $149,720,899 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp (3 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| Closely-held equity interests | ||
| Financial derivatives | ||
| Alternatives, non-marketable | $20,691,589 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $20,691,589 | TotalBookValueSecuritiesAmt |
Other Assets Org OtherAssetsOrgGrp (3 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| Beneficial interests in perpetual trusts | $25,032,171 |
| Cash in escrow | $2,984,913 |
| operating leases | $1,691,883 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $29,708,967 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (6 entries)
| DescDesc | AmtAmt |
|---|---|
| Federal Income Taxes | |
| ANNUITY OBLIGATIONS | $2,689,855 |
| LEASE OBLIGATIONS | $1,691,883 |
| ASSET IMPAIRMENT ESTIMATES | $1,082,214 |
| FUNDS HELD FOR STUDENT GROUPS | $612,454 |
| Other | $1,562,625 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $7,639,031 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Other Revenue | $0 | OtherRevenueAmt |
| Revenue Not Reported | $0 | RevenueNotReportedAmt |
| Revenue Subtotal | $0 | RevenueSubtotalAmt |
| Other Revenues Not Included | $0 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $0 | TotalRevenuePerForm990Amt |
| Other Expenses Included | $0 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $0 | ExpensesSubtotalAmt |
| Other Expenses Not Included | $0 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $0 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule D, Part III, Line 1a Collections of art - financial statement footnote | CONTRIBUTIONS OF ASSETS OTHER THAN CASH ARE RECORDED AT THEIR VALUE AS OF THE DATE OF GIFT, EXCEPT THAT CONTRIBUTIONS OF WORKS OF ART, HISTORICAL TREASURES, AND SIMILAR ASSETS HELD AS COLLECTIONS ARE NOT RECOGNIZED OR CAPITALIZED. |
| Schedule D, Part III, Line 4 Collections of art - description of collections | THE UNIVERSITY'S ART COLLECTION CONSISTS OF PAINTINGS, DRAWINGS, SCULPTURES, LITHOGRAPHS, ENGRAVINGS AND WOODCUTS. THE UNIVERSITY HAS AN ART DEPARTMENT THAT USES THESE OBJECTS IN INSTRUCTION AND RESEARCH. |
| Schedule D, Part V, Line 4 Intended uses of endowment funds | THE CONSISTANT USES OF THE UNIVERSITY'S ENDOWMENT FUNDS AND FACULTY SALARIES, THE PURCHASE OF LIBRARY MATERIALS, FINANCIAL AID GRANTS TO ENROLLED STUDENTS, AND GENERAL SUPPORT. |
| Schedule D, Part X, Line 2 FIN 48 (ASC 740) footnote | THE UNIVERSITY USES A MORE LIKELY THAN NOT THRESHOLD AND MEASUREMENT ATTRIBUTE FOR THE FINANCIAL STATEMENT RECOGNITION AND MEASUREMENT OF A TAX POSITION TAKEN OR EXPECTED TO BE TAKEN. TAX PROVISIONS ARE EVALUATED FOR RECOGNITION, DERECOGNITION, AND MEASUREMENT USING CONSISTANT CRITERIA ABOUT THE UNCERTAINTY IN INCOME TAX ASSETS AND LIABILITIES. BASED ON THE UNIVERSITY'S EVALUATION, NO PROVISION FOR UNCERTAIN TAX POSITIONS IS REQUIRED AS OF JUNE 30, 2025 AND 2024. |
Schedule E IRS990ScheduleE
| Field | Value | IRS element (for citing) |
|---|---|---|
| Nondiscriminatory Policy Stmt | Yes (true) | NondiscriminatoryPolicyStmtInd |
| Policy Stmt In Brochures Etc | Yes (true) | PolicyStmtInBrochuresEtcInd |
| Plcy Pblczd Via Broadcast Media | Yes (true) | PlcyPblczdViaBroadcastMediaInd |
| Maintain Racial Comp Recs | Yes (true) | MaintainRacialCompRecsInd |
| Maintain Scholarships Recs | Yes (true) | MaintainScholarshipsRecsInd |
| Maintain Cpy Of Brochures Etc | Yes (true) | MaintainCpyOfBrochuresEtcInd |
| Maintain Cpy Of All Sol | Yes (true) | MaintainCpyOfAllSolInd |
| Discriminate Race Stdnts Rghts | false | DiscriminateRaceStdntsRghtsInd |
| Discriminate Race Admiss Plcy | false | DiscriminateRaceAdmissPlcyInd |
| Discriminate Race Emplm Fculty | false | DiscriminateRaceEmplmFcultyInd |
| Discriminate Race Schs | false | DiscriminateRaceSchsInd |
| Discriminate Race Educ Plcy | false | DiscriminateRaceEducPlcyInd |
| Discriminate Race Use Of Fclts | false | DiscriminateRaceUseOfFcltsInd |
| Discriminate Race Athlt Prog | false | DiscriminateRaceAthltProgInd |
| Discriminate Race Other Acty | false | DiscriminateRaceOtherActyInd |
| Government Financial Aid Rcvd | Yes (true) | GovernmentFinancialAidRcvdInd |
| Government Financial Aid Rvkd | false | GovernmentFinancialAidRvkdInd |
| Compliance With Rev Proc7550 | Yes (true) | ComplianceWithRevProc7550Ind |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule E, Part I, Line 3 RACIALLY NONDISCRIMINATORY POLICY | PUBLICATION OF RACIALLY NONDISCRIMINATORY POLICY BALDWIN WALLACE UNIVERSITY DRAWS STUDENTS NATIONWIDE AND WORLDWIDE, BUT A SIGNIFICANT NUMBER COME FROM NORTHEAST OHIO. THEREFORE, THE UNIVERSITY ADVERTISES IN THIS AREA AND INCLUDES THE REV. PROC. 75-50 OR SIMILAR WORDING IN ALL ADVERTISEMENTS. HTTPS://WWW.BW.EDU/ASSETS/POLICIES/POLICY-EQUAL-OPPORTUNITY-HARASSMENT-NONDISCRIMINATION.PDF |
| Schedule E, Part I, Line 6(a) FINANCIAL AID OR ASSISTANCE FROM A GOVERNMENT | BALDWIN WALLACE UNIVERSITY RECEIVES FEDERAL, STATE, AND LOCAL GOVERNMENT GRANTS FOR SPECIFIC PURPOSES. THESE INCLUDE STUDENT FINANCIAL AID, WORK STUDY. UPWARD BOUND, AND RESEARCH. |
Schedule F IRS990ScheduleF
Account Activities Outside US AccountActivitiesOutsideUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Region | Central America and the Caribbean | RegionTxt |
| Offices | 0 | OfficesCnt |
| Employee | 0 | EmployeeCnt |
| Type Of Activities Conducted | Investments | TypeOfActivitiesConductedTxt |
| Region Total Expenditures | $5,554,030 | RegionTotalExpendituresAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 0 | SubtotalOfficesCnt |
| Subtotal Employees | 0 | SubtotalEmployeesCnt |
| Continuation Total Office | 0 | ContinuationTotalOfficeCnt |
| Continuation Total Employee | 0 | ContinuationTotalEmployeeCnt |
| Total Office | 0 | TotalOfficeCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Subtotal Spent | $5,554,030 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $5,554,030 | TotalSpentAmt |
| Transfer To Foreign Corp | Yes (true) | TransferToForeignCorpInd |
| Interest In Foreign Trust | false | InterestInForeignTrustInd |
| Foreign Corp Ownership | false | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | Yes (true) | PassiveForeignInvestmestCoInd |
| Foreign Partnership | false | ForeignPartnershipInd |
| Boycott Countries | false | BoycottCountriesInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule F, Part I, Line 3 Method used to account for expenditures on org's financial statements | FormAndLineReferenceDesc |
| Explanation | CENTRAL AMERICA AND THE CARIBBEAN-Cash | ExplanationTxt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | NEED BASED AID AND MERIT SCHOLARSHIPS TO ENROLLED STUDENTS | GrantTypeTxt |
| Recipient | 2988 | RecipientCnt |
| Cash Grant | $62,670,032 | CashGrantAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule I, Part I, Line 2 Procedures for monitoring use of grant funds | FormAndLineReferenceDesc |
| Explanation | BALDWIN WALLACE UNIVERSITY AWARDS SCHOLARSHIPS AND NEED BASED FINANCIAL AID GRANTS ONLY TO ITS OWN ENROLLED STUDENTS. THE AWARDS COVER PART OF THE COST OF ATTENDING. THE STUDENT FINANCIAL AID OFFICE MAKES NEED BASED GRANTS BASED ON DEMONSTRATED NEED USING NATIONAL FORMS AND METHODS. IT AWARDS SCHOLARSHIPS USING BALDWIN WALLACE CRITERIA. THE UNIVERSITY DISBURSES THE AWARDS THROUGH CREDITS TO STUDENT RECEIVABLE ACCOUNTS. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Housing Allowance Or Residence | Yes (X) | HousingAllowanceOrResidenceInd |
| Club Dues Or Fees | Yes (X) | ClubDuesOrFeesInd |
| Written Policy Ref T And E Expnss | Yes (true) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (true) | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | false | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | false | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | false | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | false | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | false | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | false | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | false | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | false | AnyNonFixedPaymentsInd |
| Initial Contract Exception | false | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (13 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Robert C Helmer | ||||||||||||||
| President (left 6/24) | $442,370 | $0 | $0 | $0 | $3,739 | $0 | $22,813 | $0 | $29,788 | $0 | $498,710 | $0 | $0 | $0 |
| Gregory Flanik | ||||||||||||||
| Interim President (1/25-6/25) / VP OPERATIONS | $215,915 | $0 | $0 | $0 | $0 | $0 | $13,430 | $0 | $23,052 | $0 | $252,397 | $0 | $0 | $0 |
| Thomas Sutton | ||||||||||||||
| Interim President (6/24-12/24) | $199,593 | $0 | $0 | $0 | $0 | $0 | $12,909 | $0 | $49,004 | $0 | $261,506 | $0 | $0 | $0 |
| Stephen D Stahl | ||||||||||||||
| Provost (left 9/24) | $166,140 | $0 | $0 | $0 | $0 | $0 | $11,492 | $0 | $25,931 | $0 | $203,563 | $0 | $0 | $0 |
| Timeka Rashid | ||||||||||||||
| VP for student affairs (left 12/24) | $174,907 | $0 | $0 | $0 | $0 | $0 | $11,315 | $0 | $26,947 | $0 | $213,169 | $0 | $0 | $0 |
| Scott Schulz | ||||||||||||||
| VP for enrollment mngmt | $191,401 | $0 | $0 | $0 | $0 | $0 | $13,128 | $0 | $44,987 | $0 | $249,516 | $0 | $0 | $0 |
| Ellen Zegarra | ||||||||||||||
| VP for philanthropy (left 1/25) | $227,268 | $0 | $0 | $0 | $0 | $0 | $14,685 | $0 | $22,706 | $0 | $264,659 | $0 | $0 | $0 |
| Gregory Cingle | ||||||||||||||
| Chief financial officer / TREASURER | $213,409 | $0 | $0 | $0 | $0 | $0 | $9,360 | $0 | $15,302 | $0 | $238,071 | $0 | $0 | $0 |
| Colleen Visconti | ||||||||||||||
| Professor | $165,731 | $0 | $0 | $0 | $0 | $0 | $8,028 | $0 | $14,380 | $0 | $188,139 | $0 | $0 | $0 |
| Lori Radulovich | ||||||||||||||
| Professor | $158,388 | $0 | $0 | $0 | $0 | $0 | $8,340 | $0 | $27,864 | $0 | $194,592 | $0 | $0 | $0 |
| Swagata Banik | ||||||||||||||
| Professor | $157,597 | $0 | $0 | $0 | $0 | $0 | $9,728 | $0 | $13,056 | $0 | $180,381 | $0 | $0 | $0 |
| Susan Kuznik | ||||||||||||||
| Professor | $144,421 | $0 | $0 | $0 | $0 | $0 | $9,272 | $0 | $29,216 | $0 | $182,909 | $0 | $0 | $0 |
| Lori Long | ||||||||||||||
| Professor | $136,684 | $0 | $0 | $0 | $0 | $0 | $7,686 | $0 | $36,372 | $0 | $180,742 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule J, Part I, Line 1a Housing allowance or residence for personal use | THE PRESIDENT AND HIS WIFE LIVE IN A UNIVERSITY HOUSE LOCATED ON CAMPUS. THEY USE THE HOUSE FOR UNIVERSITY MEETINGS, RECEPTIONS, AND OTHER RELATED FUNCTIONS. UNIVERSITY CUSTODIANS CLEAN THE FIRST FLOOR COMMON ROOMS BUT NOT THE FAMILY PRIVATE ROOMS. |
| Schedule J, Part I, Line 1a Health or social club dues or initiation fees | THE PRESIDENT HAS A MEMBERSHIP IN THE UNION CLUB OF CLEVELAND THAT IS USED PRINCIPALLY FOR BUSINESS PURPOSES. |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (2 entries)
| Bond ReferenceBondReferenceCd | Bond Issuer EINBondIssuerEIN | CUSIPCUSIPNum | Bond IssuedBondIssuedDt | Issue PriceIssuePriceAmt | PurposePurposeDesc | DefeasedDefeasedInd | On Behalf Of IssuerOnBehalfOfIssuerInd | Pool FinancingPoolFinancingInd |
|---|---|---|---|---|---|---|---|---|
| OHIO HIGHER EDCATIONAL FACILITY COMMISSION | ||||||||
| A | 346849674 | 67756A7F3 | 2012-11-29 | $16,025,000 | RENOVATION AND REFUNDING | false | false | false |
| OHIO HIGHER EDUCATIOAAAL FACILITY COMMISSION | ||||||||
| B | 346849674 | 67756DK39 | 2022-11-16 | $9,900,700 | RENOVATION | false | false | false |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (2 entries)
| Bond ReferenceBondReferenceCd | RetiredRetiredAmt | Total ProceedsTotalProceedsAmt | Refunding EscrowRefundingEscrowAmt | Issuance Costs From ProceedsIssuanceCostsFromProceedsAmt | Capital ExpendituresCapitalExpendituresAmt | Substantial CompletionSubstantialCompletionYr | Refunding Tax Exempt BondsRefundingTaxExemptBondsInd | Refunding Taxable BondsRefundingTaxableBondsInd | Final Allocation MadeFinalAllocationMadeInd | Adequate Books And Rec MaintAdequateBooksAndRecMaintInd |
|---|---|---|---|---|---|---|---|---|---|---|
| A | $12,783,660 | $16,853,660 | $11,164,863 | $152,238 | $5,536,559 | 2013 | false | Yes (true) | Yes (true) | Yes (true) |
| B | $9,900,700 | $237,250 | $9,663,450 | 2025 | false | false | Yes (true) | Yes (true) |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (2 entries)
| Bond ReferenceBondReferenceCd | Owning Bond Financed PropertyOwningBondFinancedPropertyInd | Any Lease ArrangementsAnyLeaseArrangementsInd | Mgmt Contract Bond Fincd PropMgmtContractBondFincdPropInd | Engage Bond Counsel ContractsEngageBondCounselContractsInd | Any Research AgreementsAnyResearchAgreementsInd | Engage Bond Counsel ResearchEngageBondCounselResearchInd | Private Bus Use By OthersPrivateBusUseByOthersPct | Private Bus Concerning UBIPrivateBusConcerningUBIPct | Total Private Business UseTotalPrivateBusinessUsePct | Bond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestInd | Change In Use Bond Financed PropChangeInUseBondFinancedPropInd | Change In Use Bond Financed PropChangeInUseBondFinancedPropPct | Remedial Action TakenRemedialActionTakenInd | Procs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| A | false | false | false | false | false | false | 0 | 0 | 0.0 | false | false | 0 | false | Yes (true) |
| B | false | false | false | false | false | false | 0 | 0 | 0.0 | false | false | 0 | false | Yes (true) |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (2 entries)
| Bond ReferenceBondReferenceCd | Form8038 T FiledForm8038TFiledInd | Rebate Not Due YetRebateNotDueYetInd | Exception To RebateExceptionToRebateInd | No Rebate DueNoRebateDueInd | Variable Rate IssueVariableRateIssueInd | Hedge Identified In Bks And RecHedgeIdentifiedInBksAndRecInd | Term Of HedgeTermOfHedgePct | Superintegrated HedgeSuperintegratedHedgeInd | Hedge TerminatedHedgeTerminatedInd | Gross Proceeds Invested In GICGrossProceedsInvestedInGICInd | Term Of GICTermOfGICPct | Regulatory Safe Harbor StsfdRegulatorySafeHarborStsfdInd | Gross Proceeds InvestedGrossProceedsInvestedInd | Written Proc To Monitor ReqsWrittenProcToMonitorReqsInd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| A | false | Yes (true) | false | false | false | false | 0 | false | false | false | 0 | false | false | Yes (true) |
| B | false | false | false | Yes (true) | false | false | 0 | false | false | false | 0 | false | false | Yes (true) |
Procedures Corrective Action ProceduresCorrectiveActionGrp (2 entries)
| Bond ReferenceBondReferenceCd | Procedures Corrective ActionProceduresCorrectiveActionInd |
|---|---|
| A | false |
| B | false |
Schedule M IRS990ScheduleM
Clothing And Household Goods ClothingAndHouseholdGoodsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Noncash Contributions Rpt F990 | $5,400 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | Other | MethodOfDeterminingRevenuesTxt |
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contribution | 11 | ContributionCnt |
| Noncash Contributions Rpt F990 | $1,491,924 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | Market value | MethodOfDeterminingRevenuesTxt |
Real Estate Residential RealEstateResidentialGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contribution | 2 | ContributionCnt |
| Noncash Contributions Rpt F990 | $548,000 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | Opinions of experts | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8283 Received | 0 | Form8283ReceivedCnt |
| Any Property That Must Be Held | false | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (true) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | false | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule M, Part I | THE AMOUNTS LISTED IN PART 1, COLUMN B ARE BASED ON THE NUMBER OF CONTRIBUTIONS FOR EACH TYPE OF PROPERTY CONTRIBUTED. |
| Schedule M, Part I Explanations of reporting method for number of contributions | Securities - Publicly traded - Contributions Real estate - Residential - Contributions Clothing and household goods - Contribution |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part VI, Line 1a Delegate broad authority to a committee | THE EXECUTIVE COMMITTEE ACTS FOR THE BOARD WHEN THE BOARD IS NOT IN SESSION IN ALL MATTERS EXCEPT ELECTION OF BOARD OFFICERS AND APPOINTMENT OF THE PRESIDENT OF THE UNIVERSITY. IT CONSISTS OF THE OFFICERS OF THE BOARD, COMMITTEE CHAIRS, THE PRESIDENT OF THE UNIVERSITY, AND MAY INCLUDE AT LARGE |
| Form 990, Part VI, Line 2 Family/business relationships amongst interested persons | TRUSTEES MARK H. SUMMERS AND WILLIAM B. SUMMERS, JR. - Family relationship |
| Form 990, Part VI, Line 11b Review of form 990 by governing body | THE CHIEF FINANCIAL OFFICER PERFORMS AN INITIAL, DETAILED REVIEW OF THE FORM 990 DRAFT. HE THEN SENDS A COPY TO EACH BOARD MEMBER FOR REVIEW AND COMMENT. THIS IS PRIOR TO FILING. |
| Form 990, Part VI, Line 12c Conflict of interest policy | CONFLICT OF INTEREST POLICY MONITORING & ENFORCEMENT ALL MEMBERS OF THE BOARD OF TRUSTEES MUST SUBMIT ANNUALLY A WRITTEN AND SIGNED STATEMENT DISCLOSING ANY SITUATION WHICH MAY BE, OR MAY BE CONSIDERED TO BE, A CONFLICT OF INTEREST AS DEFINED IN THE CONFLICT OF INTEREST POLICY. IF THEY HAVE NOTHING TO REPORT, THEY MUST CHECK A PRINTED STATEMENT TO THAT EFFECT. THE CHIEF FINANCIAL OFFICER REVIEWS THE CONFLICT OF INTEREST STATEMENTS. IF A CONFLICT IS IDENTIFIED, THE INTERESTED PARTY IS PROHIBITED FROM PARTICIPATING IN THE GOVERNING BODY'S DELIBERATIONS AND DECISIONS IN THE TRANSACTION. |
| Form 990, Part VI, Line 15a Process to establish compensation of top management official | The executive committee of the board of trustees sets compensation for the president upon hire and reviews compensation annually. Compensation for top leadership positions that report directly to the president is determined by the president upon hiring and reviewed annually. Compensation was last reviewed in 2025. |
| Form 990, Part VI, Line 19 Required documents available to the public | BALDWIN WALLACE UNIVERSITY MAKES ITS FINANCIAL STATEMENTS AND CONFLICT OF INTEREST POLICY AVAILABLE TO THE PUBLIC ON ITS OWN WEBSITE. THE UNIVERSITY PROVIDES A PAPER COPY OF ITS BYLAWS TO ANYONE WHO ASKS. |
| Form 990, Part VIII, Line 11d Other Miscellaneous Revenue | Facilities use - Total Revenue: 27744, Related or Exempt Function Revenue: , Unrelated Business Revenue: , Revenue Excluded from Tax Under Sections 512, 513, or 514: 27744; |
Schedule R IRS990ScheduleR
Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Predominant Income TypePredominantIncomeTypeTxt | Share Of Total IncomeShareOfTotalIncomeAmt | Share Of EOY AssetsShareOfEOYAssetsAmt | Disproportionate AllocationsDisproportionateAllocationsInd | General Or Managing PartnerGeneralOrManagingPartnerInd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| NC HOUSING LLC | ||||||||||||
| 275 Eastland road | Bberea | OH | 44017 | 871802630 | REAL ESTATE | OH | NC HOUSING MANAGER MEMBER LLC | Related | $420,247 | $8,463,960 | false | Yes (true) |
| NC HOUSING MASTER TENANT LLC | ||||||||||||
| 275 Eastland road | Bberea | OH | 44017 | 883206424 | REAL ESTATE | OH | NC HOUSING MANAGEMENT MEMBER | Related | $8,172 | $34,731 | false | Yes (true) |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp
Related Organization Name RelatedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NC HOUSING MANAGING MEMBER LLC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 275 Eastland road | AddressLine1Txt |
| City | Bberea | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44017 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 883210416 | EIN |
| Primary Activities | REAL ESTATE | PrimaryActivitiesTxt |
| Legal Domicile State | OH | LegalDomicileStateCd |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BALDWIN WALLACE UNIVERSITY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Entity Type | C Corporation | EntityTypeTxt |
| Controlled Organization | Yes (true) | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | false | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | false | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | false | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | false | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | false | DivRelatedOrganizationInd |
| Asset Sale To Other Org | false | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | false | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | false | AssetExchangeInd |
| Rental Of Facilities To Oth Org | false | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | false | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | false | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | Yes (true) | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | false | SharingOfFacilitiesInd |
| Paid Employees Sharing | false | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | false | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | false | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | false | TransferToOtherOrgInd |
| Transfer From Other Org | false | TransferFromOtherOrgInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule R, Part V, Line 1m | FormAndLineReferenceDesc |
| Explanation | THE UNIVERSITY MANAGES A RESIDENCE HALL FOR NC HOUSING LLC | ExplanationTxt |