BALDWIN WALLACE UNIVERSITY: Form 990, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- BALDWIN WALLACE UNIVERSITY (EIN 34-0714629)
- Tax period
- 2021-07-01 to 2022-06-30
- Filed
- 2023-04-10
- IRS object ID
- 202331009349300708
- Schema version
- 2021v4.2
- 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 | 2023-04-10T12:32:17-05:00 | ReturnTs |
| Tax Period End | 2022-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 366055558 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GRANT THORNTON LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2001 MARKET STREET STE 700 | AddressLine1Txt |
| City | PHILADELPHIA | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19103 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2021-07-01 | 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 | SHARON VITAZ | PersonNm |
| Person Title | CONTROLLER | PersonTitleTxt |
| Phone | 4408268102 | PhoneNum |
| Signature | 2023-04-10 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | SHARON | PersonFirstNm |
| Person Last | VITAZ | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ALYCIA SOLECKI | PreparerPersonNm |
| PTIN | P01272637 | PTIN |
| Phone | 2155614200 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | ROBERT C HELMER | PrincipalOfficerNm |
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 | $186,981,309 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | 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 (SEE SCHEDULE O) THE BACHELOR DEGREE, AND GRADUATE EDUCATION AT THE MASTERS LEVEL IN SIX FIELDS. | ActivityOrMissionDesc |
| Voting Members Governing Body | 36 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 36 | VotingMembersIndependentCnt |
| Total Employee | 2560 | TotalEmployeeCnt |
| Total Volunteers | 100 | TotalVolunteersCnt |
| Total Gross UBI | $35,118 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $16,714 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $24,496,090 | PYContributionsGrantsAmt |
| CY Contributions Grants | $19,524,936 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $109,997,388 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $112,504,486 | CYProgramServiceRevenueAmt |
| PY Investment Income | $6,101,374 | PYInvestmentIncomeAmt |
| CY Investment Income | $6,896,664 | CYInvestmentIncomeAmt |
| PY Other Revenue | $7,223,719 | PYOtherRevenueAmt |
| CY Other Revenue | $7,063,023 | CYOtherRevenueAmt |
| PY Total Revenue | $147,818,571 | PYTotalRevenueAmt |
| CY Total Revenue | $145,989,109 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $52,140,562 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $56,378,939 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $60,850,512 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $66,161,650 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $22,650 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $2,504,991 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $32,944,096 | PYOtherExpensesAmt |
| CY Other Expenses | $34,390,864 | CYOtherExpensesAmt |
| PY Total Expenses | $145,957,820 | PYTotalExpensesAmt |
| CY Total Expenses | $156,931,453 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $1,860,751 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$10,942,344 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $399,770,084 | TotalAssetsBOYAmt |
| Total Assets EOY | $365,601,869 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $42,964,523 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $48,409,380 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $356,805,561 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $317,192,489 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | SEE SCHEDULE OBALDWIN 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 | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $61,634,838 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $103,934,328 | RevenueAmt |
| Desc | EDUCATION OF 2,684 FULL-TIME UNDERGRADUATE STUDENTS, 152 PART-TIME UNDERGRADUATES, AND 496 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 Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $56,378,939 | ExpenseAmt |
| Grant | $56,378,939 | GrantAmt |
| Revenue | $0 | RevenueAmt |
| Desc | MERIT SCHOLARSHIPS AND NEED-BASED FINANCIAL AID GRANTS TO STUDENTS ACTIVELY ENROLLED IN THE UNIVERSITY. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $22,063,671 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $14,386,507 | RevenueAmt |
| Desc | AUXILIARY SERVICES AND ACTIVITIES FOR STUDENTS, INCLUDING RESIDENCE HALLS HOUSING 1,376 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 | $140,077,448 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | Yes (1) | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | Yes (1) | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (1) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (1) | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | Yes (1) | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | Yes (1) | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | Yes (1) | TaxExemptBondsInd |
| Invest Tax Exempt Bonds | 0 | InvestTaxExemptBondsInd |
| Escrow Account | 0 | EscrowAccountInd |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuerInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 264 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 2560 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 36 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 36 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (1) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SHARON VITAZ | PersonNm |
| 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 | 44017 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (48 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| AGNES P DOVER | ||||||||
| CHAIR | 5.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| LEE THOMAS | ||||||||
| VICE CHAIR | 5.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| STAN BALL | ||||||||
| TRUSTEE | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| DUANE BISHOP | ||||||||
| TRUSTEE | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| SUSAN BIXLER | ||||||||
| TRUSTEE | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| DONALD W BOGUS | ||||||||
| TRUSTEE | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| GEORGE BOYER | ||||||||
| TRUSTEE | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| PAUL H CARLETON | ||||||||
| TRUSTEE | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| WILLARD E CARMEL | ||||||||
| TRUSTEE | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| PAUL CLARK | ||||||||
| TRUSTEE | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| PAMELA DUNN CONNOLLY | ||||||||
| TRUSTEE | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| ROBIN C COTTINGHAM | ||||||||
| TRUSTEE | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| TIM COWEN | ||||||||
| TRUSTEE | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| RYAN R CROSS | ||||||||
| TRUSTEE | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| JAMES MILLER DAVIDSON | ||||||||
| TRUSTEE | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| RICHARD DESICH | ||||||||
| TRUSTEE | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| LUTUL D FARROW | ||||||||
| TRUSTEE | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| BANNETT GAINES | ||||||||
| TRUSTEE | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| DANIEL C HAGEN | ||||||||
| TRUSTEE | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| JOHN HOYT | ||||||||
| TRUSTEE | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| DAVID JENKINS | ||||||||
| TRUSTEE | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| KRIS SMEAGE | ||||||||
| TRUSTEE | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| JOHN KROPT | ||||||||
| TRUSTEE | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| DEBRA LYONS | ||||||||
| TRUSTEE | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| DAVID F MARTIN | ||||||||
| TRUSTEE | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| WADE I MASSAD | ||||||||
| TRUSTEE | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| EDWARD NAPOLEON JR | ||||||||
| TRUSTEE | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| PETER V NEFFENGER | ||||||||
| TRUSTEE | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| VINCENT K PETRELLA | ||||||||
| TRUSTEE | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| CHARLES E ROTUNO | ||||||||
| TRUSTEE | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| MALISSE SINITO | ||||||||
| TRUSTEE | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| MARK H SUMMERS | ||||||||
| TRUSTEE | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| WILLIAM B SUMMERS | ||||||||
| TRUSTEE | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| FLOYD A TROUTEN | ||||||||
| TRUSTEE | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| SUSAN ZANETTI | ||||||||
| TRUSTEE | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| CHRISTOPHER M ZITO | ||||||||
| TRUSTEE | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| ROBERT C HELMER | ||||||||
| PRESIDENT | 50.00 | 0.00 | Yes (X) | $391,036 | $0 | $38,625 | ||
| PATRICK J DUNLAVY | ||||||||
| V.P. FOR PHIANTHROPY & ALUMN | 50.00 | 0.00 | Yes (X) | $224,450 | $0 | $8,557 | ||
| STEPHEN D STAHL | ||||||||
| PROVOST | 50.00 | 0.00 | Yes (X) | $197,143 | $0 | $25,222 | ||
| SCOTT SCHULZ | ||||||||
| V.P. FOR ENROLLMENT MNGMT | 50.00 | 0.00 | Yes (X) | $191,391 | $0 | $22,581 | ||
| WILLIAM M RENIFF | ||||||||
| V.P. FOR FINANCE & ADMIN/ TREASURER | 50.00 | 0.00 | Yes (X) | $191,555 | $0 | $16,293 | ||
| TIMEKA RASHID | ||||||||
| V.P FOR STUDENT AFFAIRS | 50.00 | 0.00 | Yes (X) | $111,701 | $0 | $10,322 | ||
| MICHELLE MOSCARINO | ||||||||
| SECRETARY | 5.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| SUSAN KUZNIK | ||||||||
| DEAN | 45.00 | 0.00 | $172,352 | $0 | $29,157 | Yes (X) | ||
| COLLEEN VISCONTI | ||||||||
| PROFESSOR | 45.00 | 0.00 | $179,621 | $0 | $16,204 | Yes (X) | ||
| JARED PENNINGTON | ||||||||
| ASSOCIATE DEAN | 45.00 | 0.00 | $164,835 | $0 | $29,574 | Yes (X) | ||
| VICTORIA BUSSERT | ||||||||
| PROFESSOR | 45.00 | 0.00 | $150,713 | $0 | $21,475 | Yes (X) | ||
| LINDA CHASE | ||||||||
| ASSOCIATE DEAN | 45.00 | 0.00 | $154,928 | $0 | $13,335 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $2,129,725 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $231,345 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 85 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | 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 | CLEBELAND | OH | 44115 | CONSTRUCTION | $3,846,969 |
| NORTH SHORE MECHANICALL | |||||
| 55 LOU GROZA BLVD | BEREA | OH | 44017 | HVAC | $961,873 |
| DELL MARKETING LP | |||||
| ONE DELL WAY | ROUND ROCK | TX | 78682 | IT CONSULTANT | $714,230 |
| ELLUCIAN COMPANY LP | |||||
| 4 COUNTRY VIEW ROAD | MALVERN | PA | 193551408 | IT CONSULTANT | $497,109 |
| ARETE ADVISORS LLC | |||||
| 1500 GATEWAY BLVD STE 202 | BOYNTON BEACH | FL | 334267233 | CYBERSECURITY | $319,748 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 9 | CntrctRcvdGreaterThan100KCnt |
| Government Grants | $7,314,251 | GovernmentGrantsAmt |
| All Other Contributions | $12,210,685 | AllOtherContributionsAmt |
| Noncash Contributions | $3,377,077 | NoncashContributionsAmt |
| Total Contributions | $19,524,936 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (5 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| TUITION AND FEES | 616000 | $102,561,370 | $102,561,370 |
| STUDENT RESIDENCE HALLS | 611710 | $8,541,062 | $8,541,062 |
| SPONSORED PROG & RES | 616000 | $1,239,211 | $1,239,211 |
| CONCERT & THEATRE TICKET | 711110 | $133,747 | $133,747 |
| ATHLETIC TICKETS | 711210 | $29,096 | $29,096 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $112,504,486 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,105,687 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $35,118 | UnrelatedBusinessRevenueAmt |
| Exclusion | $1,070,569 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $100,763 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $27,045 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $73,718 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $73,718 | TotalRevenueColumnAmt |
| Exclusion | $73,718 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $43,580,474 | SecuritiesAmt |
| Other | $148,445 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $37,823,233 | SecuritiesAmt |
| Other | $114,709 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $5,757,241 | SecuritiesAmt |
| Other | $33,736 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $5,790,977 | TotalRevenueColumnAmt |
| Exclusion | $5,790,977 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $8,843,562 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $3,027,213 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $5,816,349 | TotalRevenueColumnAmt |
| Exclusion | $5,816,349 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | ExclusionExclusionAmt |
|---|---|---|---|
| LAUNDRY VENDING | 812300 | $119,025 | $119,025 |
| PARKING | 812930 | $39,360 | $39,360 |
| FACILITIES USE | 900099 | $17,307 | $17,307 |
Miscellaneous Revenue MiscellaneousRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $997,264 | TotalRevenueColumnAmt |
| Exclusion | $997,264 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $1,172,956 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $145,989,109 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $112,504,486 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $35,118 | UnrelatedBusinessRevenueAmt |
| Exclusion | $13,924,569 | ExclusionAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $56,378,939 | TotalAmt |
| Program Services | $56,378,939 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,709,455 | TotalAmt |
| Program Services | $237,617 | ProgramServicesAmt |
| Management And General | $1,208,059 | ManagementAndGeneralAmt |
| Fundraising | $263,779 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $48,287,313 | TotalAmt |
| Program Services | $40,150,745 | ProgramServicesAmt |
| Management And General | $6,960,643 | ManagementAndGeneralAmt |
| Fundraising | $1,175,925 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,393,596 | TotalAmt |
| Program Services | $1,143,329 | ProgramServicesAmt |
| Management And General | $213,683 | ManagementAndGeneralAmt |
| Fundraising | $36,584 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,110,850 | TotalAmt |
| Program Services | $9,306,282 | ProgramServicesAmt |
| Management And General | $1,545,267 | ManagementAndGeneralAmt |
| Fundraising | $259,301 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,660,436 | TotalAmt |
| Program Services | $3,003,082 | ProgramServicesAmt |
| Management And General | $561,263 | ManagementAndGeneralAmt |
| Fundraising | $96,091 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $141,663 | TotalAmt |
| Management And General | $141,663 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $150,000 | TotalAmt |
| Management And General | $150,000 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $254,813 | TotalAmt |
| Management And General | $254,813 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $592,529 | TotalAmt |
| Program Services | $291,292 | ProgramServicesAmt |
| Management And General | $301,237 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $999,225 | TotalAmt |
| Program Services | $81,223 | ProgramServicesAmt |
| Management And General | $918,002 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,229,936 | TotalAmt |
| Program Services | $2,017,389 | ProgramServicesAmt |
| Management And General | $1,087,213 | ManagementAndGeneralAmt |
| Fundraising | $125,334 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,953,670 | TotalAmt |
| Program Services | $1,279,111 | ProgramServicesAmt |
| Management And General | $575,982 | ManagementAndGeneralAmt |
| Fundraising | $98,577 | FundraisingAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $15,679 | TotalAmt |
| Program Services | $15,679 | ProgramServicesAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,480,946 | TotalAmt |
| Management And General | $7,480,946 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,582,553 | TotalAmt |
| Program Services | $1,218,209 | ProgramServicesAmt |
| Management And General | $266,327 | ManagementAndGeneralAmt |
| Fundraising | $98,017 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $196,665 | TotalAmt |
| Program Services | $181,075 | ProgramServicesAmt |
| Management And General | $9,818 | ManagementAndGeneralAmt |
| Fundraising | $5,772 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $984,722 | TotalAmt |
| Management And General | $984,722 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,010,722 | TotalAmt |
| Program Services | $10,488,689 | ProgramServicesAmt |
| Management And General | $435,028 | ManagementAndGeneralAmt |
| Fundraising | $87,005 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $864,165 | TotalAmt |
| Program Services | $196,163 | ProgramServicesAmt |
| Management And General | $668,002 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (3 entries)
| DescDesc | TotalTotalAmt | Management And GeneralManagementAndGeneralAmt | Program ServicesProgramServicesAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| COVID PROTOCOLS | $754,074 | $754,074 | ||
| MEMBERSHIPS | $376,087 | $251,027 | $124,625 | $435 |
| PLANT O&M SQ. FT. ALLOC | $0 | -$10,916,368 | $10,811,661 | $104,707 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,803,415 | TotalAmt |
| Program Services | $3,152,338 | ProgramServicesAmt |
| Management And General | $497,613 | ManagementAndGeneralAmt |
| Fundraising | $153,464 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $156,931,453 | TotalAmt |
| Program Services | $140,077,448 | ProgramServicesAmt |
| Management And General | $14,349,014 | ManagementAndGeneralAmt |
| Fundraising | $2,504,991 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,513,963 | BOYAmt |
| EOY | $1,399,754 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,992,374 | BOYAmt |
| EOY | $3,674,026 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,048,673 | BOYAmt |
| EOY | $5,190,774 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,571,122 | BOYAmt |
| EOY | $3,212,612 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,505,854 | BOYAmt |
| EOY | $1,663,121 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $594,768 | BOYAmt |
| EOY | $1,340,618 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $320,252,524 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $154,254,144 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $162,495,520 | BOYAmt |
| EOY | $165,998,380 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $180,101,061 | BOYAmt |
| EOY | $135,059,972 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,453,156 | BOYAmt |
| EOY | $25,902,631 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,508,375 | BOYAmt |
| EOY | $2,148,418 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $21,985,218 | BOYAmt |
| EOY | $20,011,563 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $399,770,084 | BOYAmt |
| EOY | $365,601,869 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,128,858 | BOYAmt |
| EOY | $7,322,798 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,901,810 | BOYAmt |
| EOY | $2,217,288 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,930,000 | BOYAmt |
| EOY | $7,785,000 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $17,205,107 | BOYAmt |
| EOY | $21,651,027 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,798,748 | BOYAmt |
| EOY | $9,433,267 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $42,964,523 | BOYAmt |
| EOY | $48,409,380 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $122,758,014 | BOYAmt |
| EOY | $112,565,124 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $234,047,547 | BOYAmt |
| EOY | $204,627,365 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $356,805,561 | BOYAmt |
| EOY | $317,192,489 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $399,770,084 | BOYAmt |
| EOY | $365,601,869 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$10,942,344 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$28,670,728 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | Yes (1) | FederalGrantAuditRequiredInd |
| Federal Grant Audit Performed | Yes (1) | 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 | $27,867,444 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $12,860,414 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $23,360,018 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $24,496,090 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $19,524,936 | CurrentTaxYearAmt |
| Total | $108,108,902 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $27,867,444 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $12,860,414 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $23,360,018 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $24,496,090 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $19,524,936 | CurrentTaxYearAmt |
| Total | $108,108,902 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $21,985,246 | SubstantialContributorsTotAmt |
| Public Support Total170 | $86,123,656 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $7,398,255 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $7,898,020 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,047,907 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $640,543 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,144,287 | CurrentTaxYearAmt |
| Total | $19,129,012 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $13,335 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $20,487 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $51,589 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | -$12,784 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $16,714 | CurrentTaxYearAmt |
| Total | $89,341 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $127,327,255 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $622,141,729 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.67640 | PublicSupportCY170Pct |
| 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 | $500 | FundsAndOtherAccountsContriAmt |
| Funds And Other Accounts Grants | $57,171 | FundsAndOtherAccountsGrantsAmt |
| Funds And Other Accounts Vl EOY | $209,485 | FundsAndOtherAccountsVlEOYAmt |
| Disclosed Org Leg Ctrl | Yes (1) | DisclosedOrgLegCtrlInd |
| Disclosed For Charitable Prps | Yes (1) | 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 | 0 | SolicitedAssetsSaleInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $185,684,102 | 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 |
| End Year Balance | $163,274,965 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $152,459,959 | 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 |
| End Year Balance | $185,684,102 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $154,306,179 | BeginningYearBalanceAmt |
| Contributions | $1,876,687 | ContributionsAmt |
| Investment Earnings Or Losses | $5,416,544 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $2,794,730 | GrantsOrScholarshipsAmt |
| Other Expenditures | $6,344,721 | OtherExpendituresAmt |
| End Year Balance | $152,459,959 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $152,280,124 | BeginningYearBalanceAmt |
| Contributions | $1,541,945 | ContributionsAmt |
| Investment Earnings Or Losses | $9,696,989 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $2,639,574 | GrantsOrScholarshipsAmt |
| Other Expenditures | $6,573,305 | OtherExpendituresAmt |
| End Year Balance | $154,306,179 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $144,510,331 | BeginningYearBalanceAmt |
| Contributions | $5,504,026 | ContributionsAmt |
| Investment Earnings Or Losses | $10,330,421 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $2,499,050 | GrantsOrScholarshipsAmt |
| Other Expenditures | $5,565,604 | OtherExpendituresAmt |
| End Year Balance | $152,280,124 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.04000 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.96000 | PrmnntEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $18,358,811 | OtherCostOrOtherBasisAmt |
| Book Value | $18,358,811 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $2,908,285 | InvestmentCostOrOtherBasisAmt |
| Other Cost Or Other Basis | $265,395,001 | OtherCostOrOtherBasisAmt |
| Depreciation | $138,653,461 | DepreciationAmt |
| Book Value | $129,649,825 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $33,590,427 | OtherCostOrOtherBasisAmt |
| Depreciation | $15,600,683 | DepreciationAmt |
| Book Value | $17,989,744 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $165,998,380 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ALTERNATIVE FUNDS | Desc |
| Book Value | $25,902,631 | BookValueAmt |
| Method Valuation | F | MethodValuationCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $25,902,631 | TotalBookValueSecuritiesAmt |
Other Assets Org OtherAssetsOrgGrp (2 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| BENEFICIAL INTERESTS IN PERPETUAL TRUSTS | $17,459,357 |
| OPERATING LEASES | $2,552,206 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $20,011,563 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (6 entries)
| DescDesc | AmtAmt |
|---|---|
| ANNUITY OBLIGATIONS | $3,337,392 |
| LEASE OBLIGATIONS | $2,552,206 |
| US GOV. ADVANCES FOR PERKINS LOANS | $1,219,764 |
| ASSET IMPAIRMENT ESTIMATES | $986,506 |
| SECURITIES PURCHASE | $728,591 |
| FUNDS HELD FOR STUDENT GROUPS | $608,808 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $9,433,267 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $63,993,700 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$28,670,728 | NetUnrealizedGainsInvstAmt |
| Other Revenue | $3,054,258 | OtherRevenueAmt |
| Revenue Not Reported | -$25,616,470 | RevenueNotReportedAmt |
| Revenue Subtotal | $89,610,170 | RevenueSubtotalAmt |
| Other Revenues Not Included | $56,378,939 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $56,378,939 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $145,989,109 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $103,606,772 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $3,054,258 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $3,054,258 | ExpensesNotReportedAmt |
| Expenses Subtotal | $100,552,514 | ExpensesSubtotalAmt |
| Other Expenses Not Included | $56,378,939 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $56,378,939 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $156,931,453 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (8 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART III, LINE 1A: | FINANCIAL STATEMENT FOOTNOTE CONTRIBUTIONS...EXCEPT THAT CONTRIBUTIONS OF WORKS OF ART, HISTORICAL TREASURES, AND SIMILAR ASSETS HELD AS PART OF COLLECTIONS ARE NOT RECOGNIZED OR CAPITALIZED." THE UNIVERSITY RECEIVED NO SUCH GIFTS DURING THE TAX YEAR. |
| PART III, LINE 4: | DESCRIPTION OF ORGANIZATION'S COLLECTIONS THE UNIVERSITY'S ART COLLECTION CONSISTS OF PAINTINGS, DRAWINGS, SCULPTURES, LITHOGRAPHS, ENGRAVINGS, AND WOODCUTS. THE UNIVERSITY HAS AN ART DEPARTMENT THAT USES THESE MATERIALS IN INSTRUCTION AND SCHOLARLY RESEARCH. |
| PART V, LINE 4: | INTENDED USES OF ENDOWMENT FUNDS THE CONSISTENT USES OF THE UNIVERSITY'S ENDOWMENT ARE TO PROVIDE FUNDS FOR FACULTY SALARIES, THE PURCHASE OF LIBRARY BOOKS AND OTHER MEDIA, FINANCIAL AID GRANTS TO ENROLLED STUDENTS, AND GENERAL SUPPORT. |
| PART X, LINE 2: | FIN 48 (ASC 740) FOOTNOTE THE UNIVERSITY USES A MORE-LIKELY-THAN-NOT RECOGNITION 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 CONSISTENT CRITERIA ABOUT THE UNCERTAINTY IN INCOME TAX ASSETS AND LIABILITIES.BASED ON UNIVERSITY'S EVALUATION, NO PROVISION FOR UNCERTAIN TAX POSITIONS IS REQUIRED AS OF JUNE 30, 2022 AND 2021. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | COST OF GOODS SOLD AND RENTAL EXPENSE 3,054,258. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | STUDENT REVENUE OFFSET BY FINANCIAL AID GRANTS 56,378,939. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | COST OF GOODS SOLD AND RENTAL EXOENSE 3,054,258. |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | STUDENT FINANCIAL AID GRANTS 56,378,939. |
Schedule E IRS990ScheduleE
| Field | Value | IRS element (for citing) |
|---|---|---|
| Nondiscriminatory Policy Stmt | Yes (1) | NondiscriminatoryPolicyStmtInd |
| Policy Stmt In Brochures Etc | Yes (1) | PolicyStmtInBrochuresEtcInd |
| Plcy Pblczd Via Broadcast Media | Yes (1) | PlcyPblczdViaBroadcastMediaInd |
| Maintain Racial Comp Recs | Yes (1) | MaintainRacialCompRecsInd |
| Maintain Scholarships Recs | Yes (1) | MaintainScholarshipsRecsInd |
| Maintain Cpy Of Brochures Etc | Yes (1) | MaintainCpyOfBrochuresEtcInd |
| Maintain Cpy Of All Sol | Yes (1) | MaintainCpyOfAllSolInd |
| Discriminate Race Stdnts Rghts | 0 | DiscriminateRaceStdntsRghtsInd |
| Discriminate Race Admiss Plcy | 0 | DiscriminateRaceAdmissPlcyInd |
| Discriminate Race Emplm Fculty | 0 | DiscriminateRaceEmplmFcultyInd |
| Discriminate Race Schs | 0 | DiscriminateRaceSchsInd |
| Discriminate Race Educ Plcy | 0 | DiscriminateRaceEducPlcyInd |
| Discriminate Race Use Of Fclts | 0 | DiscriminateRaceUseOfFcltsInd |
| Discriminate Race Athlt Prog | 0 | DiscriminateRaceAthltProgInd |
| Discriminate Race Other Acty | 0 | DiscriminateRaceOtherActyInd |
| Government Financial Aid Rcvd | Yes (1) | GovernmentFinancialAidRcvdInd |
| Government Financial Aid Rvkd | 0 | GovernmentFinancialAidRvkdInd |
| Compliance With Rev Proc7550 | Yes (1) | ComplianceWithRevProc7550Ind |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE E, PART I, LINE 3 | SEE SUPPLEMENTAL PAGE |
| SCHEDULE E, PART I, LINE 3 | 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. FURTHERMORE, THE UNIVERSITY PLACES THE 4.03 NOTICE ANNUALLY IN THE PLAIN DEALER. |
| SCHEDULE E, PART I, LINE 6A | GOVERNMENT ASSISTANCE BALDWIN WALLACE UNIVERSITY RECEIVES FEDERAL AND STATE GOVERNMENT GRANTS FOR SPECIFIC PURPOSES AND PROJECTS. THESE INCLUDE SUPPLEMENTAL EDUCATIONAL OPPORTUNITY GRANTS, COLLEGE WORK STUDY, OTHER STUDENT FINANCIAL AID FUNDS, UPWARD BOUND, RESEARCH, AND OTHER SPECIFIC INSTRUCTION PROGRAMS. |
Schedule F IRS990ScheduleF
Account Activities Outside US AccountActivitiesOutsideUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Region | CENTRAL AMERICA AND THE CARIBBEAN - ANTIGUA & BARBUDA, ARUBA, BAHAMAS, | RegionTxt |
| Offices | 0 | OfficesCnt |
| Employee | 0 | EmployeeCnt |
| Type Of Activities Conducted | INVESTMENT | TypeOfActivitiesConductedTxt |
| Region Total Expenditures | $7,807,296 | 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 | $7,807,296 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $7,807,296 | TotalSpentAmt |
| Transfer To Foreign Corp | Yes (1) | TransferToForeignCorpInd |
| Interest In Foreign Trust | 0 | InterestInForeignTrustInd |
| Foreign Corp Ownership | Yes (1) | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | Yes (1) | PassiveForeignInvestmestCoInd |
| Foreign Partnership | 0 | ForeignPartnershipInd |
| Boycott Countries | 0 | BoycottCountriesInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART III ACCOUNTING METHOD: | FormAndLineReferenceDesc |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | MERIT SCHOLARSHIPS AND NEED-BASED FINANCIAL AID | GrantTypeTxt |
| Recipient | 2884 | RecipientCnt |
| Cash Grant | $56,378,939 | CashGrantAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE I, PART I, LINE 2 | FormAndLineReferenceDesc |
| Explanation | PROCEDURE FOR MONITORING USE OF GRANT FUNDS INSIDE U.S. BALDWIN WALLACE UNIVERSITY AWARDS SCHOLARSHIPS AND MAKES NEED-BASED FINANCIAL AID GRANTS ONLY TO ITS OWN ENROLLED STUDENTS. THE AWARDS CONSTITUTE PART OF THE COST OF ATTENDING. ADDITIONAL NEED-BASED AID USUALLY CONSISTS OF FEDERAL DIRECT STUDENT LOANS AND COLLEGE WORK STUDY FOR JOBS ON CAMPUS. THE STUDENT FINANCIAL AID OFFICE MAKES NEED-BASED GRANTS ON THE BASIS OF DEMONSTRATED FINANCIAL NEED USING NATIONALLY ACCEPTED FORMS AND METHODS. THE SAME OFFICE AWARDS MERIT SCHOLARSHIPS USING BALDWIN WALLACE CRITERIA. THE UNIVERSITY DISBURSES THE GRANTS AS CREDITS TO STUDENT RECEIVABLE ACCOUNTS, OFFSETTING AMOUNTS BILLED FOR TUITION AND OTHER FEES. | 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 (1) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (1) | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (10 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 | $383,836 | $0 | $0 | $0 | $7,200 | $0 | $16,266 | $0 | $22,359 | $0 | $429,661 | $0 | $0 | $0 |
| PATRICK J DUNLAVY | ||||||||||||||
| V.P. FOR PHIANTHROPY & ALUMN | $218,450 | $0 | $0 | $0 | $6,000 | $0 | $8,557 | $0 | $0 | $0 | $233,007 | $0 | $0 | $0 |
| STEPHEN D STAHL | ||||||||||||||
| PROVOST | $197,143 | $0 | $0 | $0 | $0 | $0 | $7,953 | $0 | $17,269 | $0 | $222,365 | $0 | $0 | $0 |
| SCOTT SCHULZ | ||||||||||||||
| V.P. FOR ENROLLMENT MNGMT | $191,391 | $0 | $0 | $0 | $0 | $0 | $7,875 | $0 | $14,706 | $0 | $213,972 | $0 | $0 | $0 |
| WILLIAM M RENIFF | ||||||||||||||
| V.P. FOR FINANCE & ADMIN/ TREASURER | $191,555 | $0 | $0 | $0 | $0 | $0 | $7,300 | $0 | $8,993 | $0 | $207,848 | $0 | $0 | $0 |
| SUSAN KUZNIK | ||||||||||||||
| DEAN | $172,352 | $0 | $0 | $0 | $0 | $0 | $4,193 | $0 | $24,964 | $0 | $201,509 | $0 | $0 | $0 |
| COLLEEN VISCONTI | ||||||||||||||
| PROFESSOR | $179,621 | $0 | $0 | $0 | $0 | $0 | $4,252 | $0 | $11,952 | $0 | $195,825 | $0 | $0 | $0 |
| JARED PENNINGTON | ||||||||||||||
| ASSOCIATE DEAN | $164,835 | $0 | $0 | $0 | $0 | $0 | $4,609 | $0 | $24,965 | $0 | $194,409 | $0 | $0 | $0 |
| VICTORIA BUSSERT | ||||||||||||||
| PROFESSOR | $150,713 | $0 | $0 | $0 | $0 | $0 | $4,206 | $0 | $17,269 | $0 | $172,188 | $0 | $0 | $0 |
| LINDA CHASE | ||||||||||||||
| ASSOCIATE DEAN | $154,928 | $0 | $0 | $0 | $0 | $0 | $3,713 | $0 | $9,622 | $0 | $168,263 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 1A | FormAndLineReferenceDesc |
| Explanation | 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. THE UNIVERSITY REQUIRES THE VICE PRESIDENT FOR STUDENT AFFAIRS AND THREE RESUDENCE LIFE DIRECTORS TO LIVE IN UNIVERSITY-OWNED HOUSING ON OR NEAR THE CAMPUS AS A CONDITION OF EMPLOYMENT. HEALTH OR SOCIAL CLUB DUES THE PRESIDENT HAS A MEMBERSHIP TO THE UNION CLUB OF CLEVELAND THAT IS USED PRINCIPALLY FOR BUSINESS PURPOSES. THE VICE PRESIDENT FOR FINANCE AND ADMINISTRATION REVIEWS ALL UNION CLUB INVOICES FOR BUSINESS PURPOSE. | ExplanationTxt |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
Issuer Name IssuerName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BALDWIN WALLACE UNIVERSITY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Issuer EIN | 340714629 | BondIssuerEIN |
| CUSIP | 67756A7A4 | CUSIPNum |
| Bond Issued | 2012-11-29 | BondIssuedDt |
| Issue Price | $16,025,000 | IssuePriceAmt |
| Purpose | RENOVATION AND REFUNDING | PurposeDesc |
| Defeased | Yes (1) | DefeasedInd |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuerInd |
| Pool Financing | Yes (1) | PoolFinancingInd |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Total Proceeds | $16,853,660 | TotalProceedsAmt |
| Refunding Escrow | $11,164,863 | RefundingEscrowAmt |
| Issuance Costs From Proceeds | $152,328 | IssuanceCostsFromProceedsAmt |
| Capital Expenditures | $5,536,469 | CapitalExpendituresAmt |
| Substantial Completion | 2013 | SubstantialCompletionYr |
| Refunding Tax Exempt Bonds | 0 | RefundingTaxExemptBondsInd |
| Refunding Taxable Bonds | Yes (1) | RefundingTaxableBondsInd |
| Final Allocation Made | Yes (1) | FinalAllocationMadeInd |
| Adequate Books And Rec Maint | Yes (1) | AdequateBooksAndRecMaintInd |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Owning Bond Financed Property | 0 | OwningBondFinancedPropertyInd |
| Any Lease Arrangements | 0 | AnyLeaseArrangementsInd |
| Mgmt Contract Bond Fincd Prop | 0 | MgmtContractBondFincdPropInd |
| Any Research Agreements | 0 | AnyResearchAgreementsInd |
| Bond Iss Meet Prvt Sec Pymt Test | 0 | BondIssMeetPrvtSecPymtTestInd |
| Change In Use Bond Financed Prop | 0 | ChangeInUseBondFinancedPropInd |
| Procs Nonqualified Bond Remdtd | 0 | ProcsNonqualifiedBondRemdtdInd |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Form8038 T Filed | 0 | Form8038TFiledInd |
| Rebate Not Due Yet | 0 | RebateNotDueYetInd |
| Exception To Rebate | Yes (1) | ExceptionToRebateInd |
| No Rebate Due | 0 | NoRebateDueInd |
| Variable Rate Issue | 0 | VariableRateIssueInd |
| Hedge Identified In Bks And Rec | 0 | HedgeIdentifiedInBksAndRecInd |
| Gross Proceeds Invested In GIC | 0 | GrossProceedsInvestedInGICInd |
| Written Proc To Monitor Reqs | 0 | WrittenProcToMonitorReqsInd |
Procedures Corrective Action ProceduresCorrectiveActionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Procedures Corrective Action | 0 | ProceduresCorrectiveActionInd |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 15 | ContributionCnt |
| Noncash Contributions Rpt F990 | $3,308,354 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
Other Non Cash Contri Table OtherNonCashContriTableGrp (2 entries)
| Non Cash CheckboxNonCashCheckboxInd | DescDesc | ContributionContributionCnt | Noncash Contributions Rpt F990NoncashContributionsRptF990Amt | Method Of Determining RevenuesMethodOfDeterminingRevenuesTxt |
|---|---|---|---|---|
| Yes (X) | STEINWAY PIANOS | 2 | $37,000 | EXPERT OPINION |
| Yes (X) | EQUIPMENT | 1 | $31,723 | COST |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8283 Received | 0 | Form8283ReceivedCnt |
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (1) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | Yes (1) | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 32B: | FormAndLineReferenceDesc |
| Explanation | USE OF THIRD PARTY TO SELL NONCASH CONTRIBUTIONS THE UNIVERSITY HAS USED ART AUCTIONEERS FOR SALES, BUT NOT THIS TAX YEAR. THE UNIVERSITY USED RAYMOND JAMES & ASSOCIATES, INC. TO SELL DONATED SECURITIES. SCHEDULE M, PART I, COLUMN (B) NUMBER OF CONTRIBUTIONS THE ORGANZATION IS REPORTING THE NUMBER OF CONTRIBUTIONS IN COLUMN (B). | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 1A | DELEGATION OF AUTHORITY 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 MEMBERS. |
| FORM 990, PART VI, SECTION A, LINE 2 | FAMILY RELATIONSHIPS TRUSTEES MARK H. SUMMERS AND WILLIAM B. SUMMERS, JR. ARE BROTHERS. |
| FORM 990, PART VI, SECTION B, LINE 11B | REVIEW PROCESS THE VICE PRESIDENT FOR FINANCE AND ADMINISTRATION 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, SECTION B, LINE 12C | 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 VICE PRESIDENT FOR FINANCE AND ADMINISTRATION 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, SECTION B, LINE 15 | PROCESS FOR DETERMINING COMPENSATION THE COMPENSATION AND EXECUTIVE COMMITTEES OF THE BOARD OF TRUSTEES REVIEW AND APPROVE THE COMPENSATION FOR ALL OFFICERS ANNUALLY. THE COMPENSATION COMMITTEE MEETS FIRST WITH THE VICE PRESIDENT FOR FINANCE AND ADMINISTRATION, WHO PROVIDES IT WITH COMPARABILITY DATA AND ANSWERS QUESTIONS. THE COMPENSATION COMMITTEE THEN MEETS WITH THE PRESIDENT OF THE UNIVERSITY (THE UNIVERSITY'S TOP MANAGEMENT OFFICIAL), TO DISCUSS HIS PERFORMANCE, RECEIVE THE PRESIDENT'S VIEWS OF THE PERFORMANCE, AND TO REVIEW RECOMMENDATIONS OF APPROPRIATE COMPENSATION LEVELS FOR THE OFFICERS OF THE UNIVERSITY OTHER THAN HIMSELF. THE COMPENSATION COMMITTEE THEN CONTINUES IN EXECUTIVE SESSION TO SET THE COMPENSATION FOR THE PRESIDENT AND TO APPROVE (WITH ADJUSTMENT IF CONSIDERED APPROPRIATE) THE RECOMMENDATIONS OF THE PRESIDENT REGARDING THE COMPENSATION OF THE FOLLOWING OFFICERS OF THE UNIVERSITY: PROVOST, SENIOR VICE PRESIDENT, VP FOR STUDENT AFFAIRS, VP FOR FINANCE AND ADMINISTRATION, VP FOR ENROLLMENT MANAGEMENT, AND THE VP FOR PHILANTHROPY AND ALUMNI ENGAGEMENT. THE COMPENSATION COMMITTEE THEN REPORTS ITS CONCLUSIONS AND THE BASIS THEREFORE, TO THE EXECUTIVE COMMITTEE OF THE BOARD OF TRUSTEES, WHICH HAS FINAL APPROVAL AUTHORITY WITH RESPECT TO COMPENSATION DETERMINATION. THE COMMITTEES LAST MET ON COMPENSATION MATTERS IN 2022. |
| FORM 990, PART VI, SECTION C, LINE 19 | HOW DOCUMENTS ARE MADE 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. |
Schedule R IRS990ScheduleR
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp
Related Organization Name RelatedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CHARITABLE REMAINDER TRUST (11) | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Primary Activities | INVESTMENTS | PrimaryActivitiesTxt |
| Legal Domicile State | OH | LegalDomicileStateCd |
| Entity Type | T | EntityTypeTxt |
| Controlled Organization | 0 | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | 0 | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |