2021-05-12T13:31:35-05:00 2020-06-30 540504608 BROWN EDWARDS & COMPANY LLP 1715 PRATT DRIVE SUITE 2700 BLACKSBURG VA 24060 990 2019-07-01 540506319 MARY BALDWIN UNIVERSITY MARY 5408877000 NEW STREET AND FREDERICK STREET STAUNTON VA 24401 PAMELA FOX PRESIDENT 5408877000 2021-05-11 1 MARK WOOLWINE P00647446 5404433606 2021-05-11 2019 2022-09-23 18:48:47Z PAMELA FOX NEW STREET AND FREDERICK STREET STAUNTON VA 24401 55747333 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 1114 0 0 0 4141964 5165677 45846627 50041440 2680407 413045 151987 99186 52820985 55719348 16485267 19723032 0 0 24866842 25022286 0 0 1592991 15948976 18809319 57301085 63554637 -4480100 -7835289 72233975 63690166 23730689 22946732 48503286 40743434 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 19723032 19723032 SCHOLARSHIPS AND FELLOWSHIPS - THE UNIVESITY AWARDED APPROXIMATELY 1177 STUDENTS FINANCIAL AID ASSISTANCE THROUGH INSITUTIONAL MEANS. FINANCIAL AID IS FUNDED BY FEDERAL, STATE, PRIVATE AND INSTITUTIONAL MEANS. 33397140 50140626 INSTRUCTIONAL - VARIOUS PROGRAMS SUCH AS TRADITIONAL DEGREES, CONTINUING EDUCATION, SUMMER PROGRAMS, CONSORTIUM AND STUDIES ABROAD TO APPROXIMATELY 1250 STUDENTS. 53120172 1 1 0 1 0 0 0 1 0 1 1 1 0 0 0 0 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 1 113 0 1 1114 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 JANE HARDING MILLER EMERITA 0.00 X 0 0 0 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 319543 0 20182 JENNIFER SAUER VP OF BUSINESS AND FINANCE 35.00 X 267060 0 15623 TY BUCKMAN PROVOST 35.00 X 208866 0 19507 CHARLES DAVIS VP OF INSTITUTIONAL ADVANCEMENT 35.00 X 154266 0 17648 DEBORAH GREUBEL VP/DEAN OF MURPHY DEMING COLLEGE OF HEALTH SCI 35.00 X 253119 0 13428 AIMEE ROSE VP OF INTEGRATED COMM/CHIEF STRATEGIST 35.00 X 204847 0 19507 ERNEST JEFFRIES VP OF STUDENT ENGAGEMENT 35.00 X 176111 0 19106 LISA SHOAF DIRECTOR OF SCHOOL OF HEALTH & HUMAN PERFORMANCE 35.00 X 151198 0 11641 HAROLD FELTON PROGRAM DIRECTOR OF PA PROGRAM 35.00 X 145167 0 5022 MARION CALLAHAN AVP, FACILITIES MGT. & CAPITAL PLANNING 35.00 X 136719 0 4581 JOSEPH SPRANGEL CHIEF ONLINE OFFICER & OUTREACH STRAT./DOC OF COB 35.00 X 127167 0 14635 BENJAMIN FARLEY MEDICAL DIRECTOR OF PA PROGRAM 35.00 X 123720 0 17644 2267783 0 178524 12 0 1 0 KJELLSTROM & CONSTRUCTION 1607 OWNBY LANE RICHMOND VA 23220 CONSTRUCTION 1789088 EAB PO BOX 603519 CHARLOTTE NC 28260 RECRUITMENT SERVICES 1076275 CHARTWELLS PO BOX 417632 BOSTON MA 02241 FOOD SERVICE MANAGEMENT 1066426 JENZABAR 101 HUNTINGTON AVE BOSTON MA 02199 SOFTWARE 339809 MALIHKA ENTERPRISES LLC 1820 RHIANON LANE HAIRRISONBURG VA 22801 FOOD SERVICES 322384 5 1625100 3540577 295024 5165677 TUITION AND FEES 611310 44073038 44073038 AUXILIARY SERVICES 611310 5968402 5968402 50041440 441030 441030 27985 -27985 -27985 -27985 OTHER 900099 99186 99186 99186 55719348 50140626 0 413045 19723032 19723032 1686643 1274518 412125 18530471 15287142 2799010 444319 533563 411357 122206 2826875 2182721 512690 131464 1444734 1151474 231234 62026 275308 275308 37530 37530 73931 73931 36600 36600 3912346 3072473 678222 161651 242300 187947 54353 670379 539044 121841 9494 2640769 2289019 351750 537061 463454 59792 13815 635448 583149 52299 2430307 2209104 221203 237784 2323 233683 1778 EQUIPMENT 2440958 1920639 520319 OTHER 2002938 1037278 759876 205784 FOOD 1261038 1204911 19449 36678 MAINTENANCE CONTRACTS 816604 219384 597220 558018 360413 83748 113857 63554637 53120172 8841474 1592991 0 0 1173949 260673 3655985 4013014 1336721 1414147 610703 332251 81998 87308 382326 117504 85672561 52205126 34509545 33467435 28285218 19541499 1322785 4092370 516719 358026 363965 72233975 63690166 2324108 1530589 661321 662338 2043568 3035692 17185998 15458613 1515694 2259500 23730689 22946732 X 17066810 13440636 31436476 27302798 48503286 40743434 72233975 63690166 X -7835289 74747 690 X X 0 1 X 1 1 1 X 4788144 3994226 5975166 4141964 3540577 22440077 4788144 3994226 5975166 4141964 3540577 22440077 22440077 735240 672373 584060 705629 441030 3138332 123789 124450 179989 151987 99186 679401 26257810 50041440 0.85460 0.52000 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: OTHER REVENUE SCHEDULE A, PART II, LINE 10 OTHER INCOME INCLUDES ALUMNAE EVENTS, PARKING FINES, LIBRARY FINES, ROOM ACCESS CHARGES AND FORFETIED TUITION DEPOSITS. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1 0 0 0 0 1 4963 0 0 0 4963 0 PART II-B, LINE 1: THE UNIVSERITY PAYS DUE TO THE NAICU. THE NAICU ESTIMATES THAT 7.9% OF ITS ANNUAL DUES IN THE 2019/2020 MEMBERSHIP YEAR WAS FOR LOBBYING. 0 31993779 287117 527550 851562 1148438 30808446 35838180 1093175 156067 1034510 4059133 31993779 0.23160 0.76840 0 0 4149381 4149381 61793857 38819699 22974158 4136299 2131602 2004697 14662982 10949066 3713916 930042 304759 625283 33467435 ALTERNATIVE INVESTMENTS 714937 F REAL ASSETS 26750 F MONEY MARKET FUNDS 3350683 F 4092370 36035153 74747 690 75437 35959716 36600 19723032 19759632 55719348 43795005 0 43795005 36600 19723032 19759632 63554637 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 XI, LINE 2D - OTHER ADJUSTMENTS: CHANGE IN SPLIT INTEREST AGREEMENTS 690. PART XI, LINE 4B - OTHER ADJUSTMENTS: FINACIAL AID 19,723,032. PART XII, LINE 4B - OTHER ADJUSTMENTS: FINANCIAL AID 19,723,032. 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 0 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 7 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 1177 19723032 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 (FAFSA) 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 319543 0 0 0 0 0 8400 0 11782 0 339725 0 0 0 JENNIFER SAUER VP OF BUSINESS AND FINANCE 222946 0 0 0 44114 0 6293 0 9330 0 282683 0 0 0 TY BUCKMAN PROVOST 180066 0 3800 0 25000 0 5700 0 13807 0 228373 0 0 0 CHARLES DAVIS VP OF INSTITUTIONAL ADVANCEMENT 116266 0 3000 0 35000 0 3600 0 14048 0 171914 0 0 0 DEBORAH GREUBEL VP/DEAN OF MURPHY DEMING COLLEGE OF 200327 0 29000 0 23792 0 6120 0 7308 0 266547 0 0 0 AIMEE ROSE VP OF INTEGRATED COMM/CHIEF STRATEGI 179847 0 0 0 25000 0 5700 0 13807 0 224354 0 0 0 ERNEST JEFFRIES VP OF STUDENT ENGAGEMENT 176111 0 0 0 0 0 5355 0 13751 0 195217 0 0 0 LISA SHOAF DIRECTOR OF SCHOOL OF HEALTH & HUMAN 137129 0 14069 0 0 0 4622 0 7019 0 162839 0 0 0 HAROLD FELTON PROGRAM DIRECTOR OF PA PROGRAM 143737 0 1430 0 0 0 4333 0 689 0 150189 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. SCHEDULE J, PART 1, LINE 4 JENNIFER SAUER RECEIVED SEVERANCE PAY IN THE AMOUNT OF $16,226. 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 X 1 1 DONOR VALUE X 1 DONOR VALUE X 18 293467 FMV X FOOD ITEMS 1 54 DONOR VALUE X MEMORABILIA 1 1 DONOR VALUE 0 1 0 FORM 990, PART VI, SECTION A, LINE 3 THE MANAGEMENT OF THE STUDENT HEALTH FACILITY AND FOOD SERVICE AREAS ARE PERFORMED BY COMPANIES THAT SPECIALIZE IN THOSE AREAS. 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 690. PART XII, LINE 2C THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR.