2022-05-12T09:43:08-05:00 2021-06-30 540504608 BROWN EDWARDS & COMPANY LLP 105 ARBOR DR 3RD FLOOR CHRISTIANSBURG VA 24073 990 2020-07-01 540506319 MARY BALDWIN UNIVERSITY MARY 5408877000 NEW STREET AND FREDERICK STREET STAUNTON VA 24401 PAMELA FOX PRESIDENT 5408877000 2022-05-12 1 PAMELA FOX 999009999 MARK WOOLWINE P00647446 5404433606 2022-05-12 2 AAL1 IAL1 2020 2022-09-23 18:48:47Z PAMELA FOX NEW STREET AND FREDERICK STREET STAUNTON VA 24401 65745418 0 X WWW.MARYBALDWIN.EDU X 1842 VA MARY BALDWIN UNIVERSITY EMPOWERS LEADERS TO PURSUE LIVES OF PURPOSE IN A CHANGING WORLD. AS A DISTINCTIVE SMALL UNIVERSITY COMMITTED TO ITS RICH HERITAGE AS AN INCLUSIVE, WOMEN-CENTERED LIBERAL ARTS UNIVERSITY, MARY BALDWIN FULFILLS ITS MISSION BY PROVIDING UNDERGRADUATE, GRADUATE, AND PROFESSIONAL EDUCATION TO A DIVERSE POPULATION OF WOMEN AND MEN. IT EMPHASIZES HIGH ETHICAL STANDARDS AND THE DEVELOPMENT OF CRITICAL, CREATIVE, AND REFLECTIVE REASONING AS THE FOUNDATION FOR FULFILLING, ENGAGED, AND MEANINGFUL LIVES. 29 28 1045 0 0 0 5165677 11021774 50041440 52597839 413045 1992059 99186 133746 55719348 65745418 19723032 20605288 0 0 25022286 22043352 0 0 1187550 18809319 15594555 63554637 58243195 -7835289 7502223 63690166 71020083 22946732 20812740 40743434 50207343 X MARY BALDWIN UNIVERSITY EMPOWERS LEADERS TO PURSUE LIVES OF PURPOSE IN A CHANGING WORLD. AS A DISTINCTIVE SMALL UNIVERSITY COMMITTED TO ITS RICH HERITAGE AS AN INCLUSIVE, WOMEN-CENTERED LIBERAL ARTS UNIVERSITY, MARY BALDWIN FULFILLS ITS MISSION BY PROVIDING UNDERGRADUATE, GRADUATE, AND PROFESSIONAL EDUCATION TO A DIVERSE POPULATION OF WOMEN AND MEN. IT EMPHASIZES HIGH ETHICAL STANDARDS AND THE DEVELOPMENT OF CRITICAL, CREATIVE, AND REFLECTIVE REASONING AS THE FOUNDATION FOR FULFILLING, ENGAGED, AND MEANINGFUL LIVES. 0 0 33323168 20605288 SCHOLARSHIPS AND FELLOWSHIPS - THE UNIVESITY AWARDED APPROXIMATELY 1,363 STUDENTS FINANCIAL AID ASSISTANCE THROUGH INSITUTIONAL MEANS. FINANCIAL AID IS FUNDED BY FEDERAL, STATE, PRIVATE AND INSTITUTIONAL MEANS. 15551730 52731585 INSTRUCTIONAL - VARIOUS PROGRAMS SUCH AS TRADITIONAL DEGREES, CONTINUING EDUCATION, SUMMER PROGRAMS, CONSORTIUM AND STUDIES ABROAD TO APPROXIMATELY 1,454 STUDENTS. 48874898 1 1 0 1 0 0 0 1 0 1 1 1 0 0 1 1 1 0 1 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 137 0 1 1045 1 0 0 0 0 0 0 0 0 0 0 X 29 28 0 1 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X PAMELA FOX 5408877026 PO BOX 1500 STAUNTON VA 24402 DORIE CLARK TRUSTEE 0.00 X 0 0 0 CONSTANCE DIERICK TRUSTEE 0.00 X 0 0 0 BEVERLY BATES TRUSTEE 0.00 X 0 0 0 SHER DOWNING TRUSTEE 0.00 X 0 0 0 KAREN BAILEY-CHAPMAN VICE-CHAIR 0.00 X 0 0 0 MARIA CERMINARA ACAR TRUSTEE 0.00 X 0 0 0 ANNABEL E BARBER TRUSTEE 0.00 X 0 0 0 KAMALA PAYNE CHAPMAN TRUSTEE 0.00 X 0 0 0 MARGARET WREN DE ST AUBIN TRUSTEE 0.00 X 0 0 0 CHARLES HEINER TRUSTEE 0.00 X 0 0 0 HELEN FORSTER TRUSTEE 0.00 X 0 0 0 BETSY FREUND TRUSTEE 0.00 X 0 0 0 PAMELA GIBBS TRUSTEE 0.00 X 0 0 0 PETER GWALTNEY TRUSTEE 0.00 X 0 0 0 LOWELL LEMONS TRUSTEE 0.00 X 0 0 0 HAL JOHNSON TRUSTEE 0.00 X 0 0 0 MARK LAROSA TRUSTEE 0.00 X 0 0 0 CHRISTY HOWELL TRUSTEE 0.00 X 0 0 0 GEORGE PARMAN TRUSTEE 0.00 X 0 0 0 GABRIELLE MCCREE CHAIR 0.00 X 0 0 0 JOHN A NOLDE JR TRUSTEE 0.00 X 0 0 0 SUSAN PALMER TRUSTEE 0.00 X 0 0 0 JOHN ROGERS TRUSTEE 0.00 X 0 0 0 SHERRI SHARPE TRUSTEE 0.00 X 0 0 0 KATHERINE SMALLWOOD TRUSTEE 0.00 X 0 0 0 TRIMBLE BAILEY SPITZER TRUSTEE 0.00 X 0 0 0 HARVEY WESTBROOK JR SECRETARY 0.00 X 0 0 0 TIMOTHY POWERS TRUSTEE 0.00 X 0 0 0 PAMELA FOX PRESIDENT 35.00 X X 315432 0 0 JENNIFER SAUER VP OF BUSINESS AND FINANCE 35.00 X 0 0 0 SEAN SIMPLICIO VP OF ADMINISTRATION/CFO/TREASURER 35.00 X 53612 0 0 CHARLES DAVIS VP OF INSTITUTIONAL ADVANC 35.00 X 206407 0 0 DEBORAH GREUBEL VP/DEAN OF MURPHY DEMING C 35.00 X 207318 0 4000 ERNEST JEFFRIES VP OF STUDENT ENGAGEMENT 35.00 X 176588 0 0 LISA SHOAF DIRECTOR OF SCHOOL OF HEAL 35.00 X 150898 0 14069 MATT MUNSEY VP OF ENROLLMENT MANAGEMENT 35.00 X 138626 0 7080 TY BUCKMAN FORMER PROVOST 35.00 X 185142 0 28850 1434023 0 53999 17 1 1 0 CHARTWELLS PO BOX 417632 BOSTON MA 02241 FOOD SERVICE MANAGEMENT 1220913 EAB PO BOX 603519 CHARLOTTE NC 28260 RECRUITMENT SERVICES 952160 JENZABAR 101 HUNTINGTON AVE BOSTON MA 02199 SOFTWARE 322190 MALIHKA ENTERPRISES LLC 1820 RHIANON LANE HAIRRISONBURG VA 22801 FOOD SERVICES 292050 MEDIACROSS INC 2001 S HANLEY RD STE 510 ST LOUIS MO 63144 RECRUITMENT SERVICES 239100 18 2918037 8103737 863429 11021774 TUITION AND FEES 611310 46305784 46305784 AUXILIARY SERVICES 611310 6292055 6292055 52597839 383979 383979 1608080 0 1608080 1608080 1608080 OTHER 900099 133746 133746 133746 65745418 52731585 0 1992059 20605288 20605288 1498913 1050863 448050 16462055 13360555 2648707 452793 843 843 2782359 2183333 599026 1299182 1026326 222047 50809 309280 309280 35612 35612 2213 2213 79700 79700 3397402 2448331 913302 35769 573897 408462 165435 553566 434289 115629 3648 2278001 1974571 303430 206144 191137 14508 499 554402 504902 49500 2424236 2207527 216709 312179 1070 309501 1608 OTHER 1885804 997510 791427 96867 EQUIPMENT 1045377 857763 178677 8937 FOOD 906281 900522 4391 1368 MAINTENANCE CONTRACTS 564113 179123 384990 466348 284066 95080 87202 58243195 48874898 8180747 1187550 260673 1570544 4013014 7684772 1414147 1541101 332251 226283 87308 101638 117504 306660 86597152 54477684 33467435 32119468 19541499 18008543 4092370 8847331 363965 613743 63690166 71020083 1530589 2137631 662338 444402 3035692 3425568 15458613 14215327 2259500 257690 0 332122 22946732 20812740 X 13440636 16008757 27302798 34198586 40743434 50207343 63690166 71020083 X 7502223 1931323 30363 X X 0 1 X 1 1 1 X 3994226 5975166 4141964 3540577 8103737 25755670 3994226 5975166 4141964 3540577 8103737 25755670 25755670 672373 584060 705629 441030 383979 2787071 124450 179989 151987 99186 133746 689358 29232099 50041440 0.88110 0.85460 X SCHEDULE A, PART II, LINE 10 OTHER REVENUE INCLUDES ALUMNAE EVENTS, PARKING FINES, LIBRARY FINES, ROOM ACCESS CHARGES AND FORFEITED TUITION DEPOSITS. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1 0 0 0 0 1 1941 0 0 0 1941 0 PART II-B, LINE 1: THE UNIVSERITY PAYS DUE TO THE NAICU. THE NAICU ESTIMATES THAT 10.03% OF ITS ANNUAL DUES IN THE 2020/2021 MEMBERSHIP YEAR WAS FOR LOBBYING. 0 30808446 1302731 3998103 873035 1076965 34159280 31993779 287117 527550 851562 1148438 30808446 35838180 1093175 156067 1034510 4059133 31993779 0.22470 0.77530 0 0 4149381 4149381 62178177 40316701 21861476 4193390 2306461 1886929 15116432 11505072 3611360 959772 349450 610322 32119468 ALTERNATIVE INVESTMENTS 6753642 F REAL ASSETS 26750 F MONEY MARKET FUNDS 2066939 F 8847331 OPERATING LEASE RIGHT-OF-USE LIABILITY 332122 332122 X 47022116 1931323 30363 1961686 45060430 79700 20605288 20684988 65745418 37558207 0 37558207 79700 20605288 20684988 58243195 PART III, LINE 1A: THE UNIVERSITY OWNS A LIMITED NUMBER OF MODERATELY VALUABLE ITEMS OF ART THAT ARE DISPLAYED THROUGHOUT THE CAMPUS. THESE ITEMS ARE USED AS AN EXAMPLE OF STYLES AND PERIOD ART IN FURTHERANCE OF THE UNIVERSITY'S FINE ARTS PROGRAM. PART X, LINE 2: THE COLLEGE IS EXEMPT FROM FEDERAL INCOME TAX UNDER SECTION 501(C)(3) FO THE INTERNAL REVNEUE CODE. TEH FEDERAL FORMS 990 OF THE COLLEGE ARE SUBJECT TO EXAMINATION BY THE INTERNAL REVENUE SERVICE, GENERALLY FOR THREE YEARS AFTER THEY ARE FILED. PART XI, LINE 2D - OTHER ADJUSTMENTS: CHANGE IN SPLIT INTEREST AGREEMENTS 30,363. PART XI, LINE 4B - OTHER ADJUSTMENTS: FINACIAL AID 20,605,288. PART XII, LINE 4B - OTHER ADJUSTMENTS: FINANCIAL AID 20,605,288. SCHEDULE D, PART III, LINE 4 THE UNIVERSITY OWNS A LIMITED NUMBER OF MODERATELY VALUABLE ITEMS OF ART THAT ARE DISPLAYED THROUGHOUT THE CAMPUS. THESE ITEMS ARE USED AS AN EXAMPLE OF STYLES AND PERIOD ART IN FURTHERANCE OF THE UNIVERSITY'S FINE ARTS PROGRAM. SCHEDULE D, PART V, LINE 4 THE PRINCIPAL WILL BE HELD IN PERPETUITY AND THE INCOME AND GAINS WILL BE SPENT TO SUPPORT THE RESTRICTED PURPOSE. SCHEDULE D, PART XI, LINE 2D FINANCIAL AID SCHEDULE D, PART XII, LINE 2D STUDENT FINANCIAL AID 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 1 0 1 SCHEDULE E, PART I, LINE 3 MARY BALDWIN UNIVERSITY CUSTOMARILY DRAWS A SUBSTANTIAL PERCENTAGE OF ITS STUDENTS NATIONWIDE AND FROM FOREIGN COUNTRIES. THE UNIVERSITY FOLLOWS A NONDISCRIMINATORY POLICY AND HAS COMPLIED WITH SECTION 4.02 OF THE INTERNAL REVENUE PROCEDURE 75-50. THIS POLICY IS PUBLISHED IN THE UNIVERSITY CATALOG, VARIOUS BROCHURES AND STATE AND LOCAL NEWSPAPERS. SCHEDULE E, PART I, LINE 6 THE UNIVERSITY RECEIVES FEDERAL WORK STUDY, SEOG, AND A DISTRIBUTION FROM THE STATE OF VIRGINIA FOR THE VWIL PROGRAM. 1 SCHEDULE I, PART IV, STATEMENT 1 1363 20605288 SCHEDULE I, PART 1, LINE 2 THE OFFICE OF FINANCIAL AID AWARDS STUDENT AID BASED ON ENROLLMENT, NEED BASED ON THE SUBMISSION OF THE FREE APPLICATION FOR FEDERAL STUDENT AID (FSFSA) AND THE ABILITY TO MEET CERTAIN DONOR SPECIFIED CRITERIA. X X 1 1 1 0 0 0 0 0 0 0 0 PAMELA FOX PRESIDENT 315432 0 0 0 0 0 0 0 0 0 315432 0 0 0 TY BUCKMAN FORMER PROVOST 185142 0 0 0 0 0 0 0 28850 0 213992 0 0 0 DEBORAH GREUBEL VP/DEAN OF MURPHY DEMING C 207318 0 0 0 0 0 0 0 4000 0 211318 0 0 0 CHARLES DAVIS VP OF INSTITUTIONAL ADVANC 206407 0 0 0 0 0 0 0 0 0 206407 0 0 0 ERNEST JEFFRIES VP OF STUDENT ENGAGEMENT 176588 0 0 0 0 0 0 0 0 0 176588 0 0 0 LISA SHOAF DIRECTOR OF SCHOOL OF HEAL 150898 0 0 0 0 0 0 0 14069 0 164967 0 0 0 SCHEDULE J, PART 1, LINE 1A THE PRESIDENT OF THE UNIVERSITY IS PROVIDED WITH ON CAMPUS HOUSING AND A CLEANING STAFF. HOUSING WAS ALSO PROVIDED FOR THE PROVOST, THE VP/DEAN OF MURPHY DEMING COLLEGE OF HEALTH SCIENCES AND THE VP OF INTEGRATED COMM/CHIEF STRATEGIST. A VIRGINIA SMALL BUSINESS FINANCING AUTHORITY 541300845 928104KC1 2020-12-01 11345000 INDUSTRIAL DEVELOPMENT AUTHORITY 0 0 0 B VIRGINIA SMALL BUSINESS FINANCING AUTHORITY 541300845 000000000 2020-10-01 4510000 INDUSTRIAL DEVELOPMENT AUTHORITY 0 0 0 A 11345000 22415 11345000 2005 1 0 1 1 B 3386000 30845 3386000 2012 1 0 1 1 A 0 0 0 0 1 0 0 B 0 0 0 0 1 0 0 A 0 0 0 0 0 0 0 0 0 B 0 0 0 0 0 0 0 0 0 A 0 B 0 X 4500 DONOR VALUE X 24 858927 FMV X MISCELLANEOUS 2 2 DONOR VALUE 0 1 0 FORM 990, PART VI, SECTION A, LINE 3 THE MANAGEMENT OF THE FOOD SERVICE AREA IS PERFORMED BY A COMPANY THAT SPECIALIZE IN THAT AREA. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 AND ALL SUPPORTING SCHEDULES AND STATEMENTS ARE PROVIDED TO THE BOARD ELECTRONICALLY BEFORE THE RETURN IS FILED. FORM 990, PART VI, SECTION B, LINE 12C BOARD MEMBERS ARE REQUIRED TO COMPLETE A CONFLICT OF INTEREST CERTIFICATION EACH YEAR. THESE CERTIFICATIONS ARE REVIEWED BY THE PRESIDENT AND THE CHAIR OF THE BOARD OF TRUSTEES FOR COMPLIANCE. FORM 990, PART VI, SECTION B, LINE 15 THE PRESIDENT'S COMPENSATION IS DETERMINED BY THE BOARD OF TRUSTEES. THE BOARD IS PROVIDED WITH COMPENSATION SURVEYS AND DATA COLLECTED FROM OTHER INSTITUTIONS THAT SHARE THE UNIVERSITY'S BUDGET LEVELS AND PLANNING GOALS. THE DELIBERATION AND APPROVAL OF THE KEY EMPLOYEES' SALARIES ARE DOCUMENTED. FORM 990, PART VI, SECTION C, LINE 18 MARY BALDWIN UNIVERSITY'S IRS FORM 990 IS AVAILABLE TO THE PUBLIC ON GUIDE-STAR. FORM 990, PART VI, SECTION C, LINE 19 THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS OF THE UNIVERSITY ARE AVAILABLE UPON REQUEST. EACH REQUEST WILL BE EVALUATED ON AN INDIVIDUAL BASIS FOR MERIT. FORM 990, PART XI, LINE 9: CHANGE IN SPLIT INTEREST AGREEMENTS 30,363. PART XII, LINE 2C THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR.