2018-05-07T11:23:39-07:00 2017-06-30 540504608 Brown Edwards & Company LLP 1715 Pratt Drive Suite 2700 Blacksubrg VA 24060 990 2016-07-01 540506319 MARY BALDWIN UNIVERSITY MARY 5408877000 NEW STREET AND FREDERICK STREET STAUNTON VA 24401 David B Mowen Exec VP for Finance & Administratio 5408877370 2018-05-07 1 Mark Woolwine P00647446 5404433606 2018-05-07 2016 2022-09-23 18:48:47Z David B Mowen PO Box 1500 Staunton VA 24402 51331534 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 college, 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. 35 35 944 0 0 0 4788144 3994226 36680735 39850015 1155779 2084018 118968 123841 42743626 46052100 11821257 12397458 0 0 20529949 21567318 0 0 1205507 11428618 13980994 43779824 47945770 -1036198 -1893670 83727181 82876257 25691853 25437188 58035328 57439069 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 college, 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 12397458 12397458 0 SCHOLARSHIPS AND FELLOWSHIPS - THE UNIVERSITY AWARDED APPROXIMATELY 963 STUDENTS FINANCIAL AID ASSISTANCE THROUGH INSTITUTIONAL MEANS. FINANCIAL AID IS FUNDED BY FEDERAL, STATE, PRIVATE AND INSTITUTIONAL MEANS. 26983321 0 40646229 INSTRUCTIONAL - VARIOUS PROGRAM SUCH A TRADITIONAL DEGREES, CONTINUING EDUCATION, SUMMER PROGRAMS, CONSORTIUM AND STUDIES ABROAD TO APPROXIMATELY 1,748 STUDENTS. 0 0 0 39380779 1 1 0 1 0 0 0 1 0 1 1 1 0 0 1 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 1 0 0 0 0 0 0 0 1 55 0 1 944 1 0 0 0 0 0 0 0 0 0 0 X 35 35 0 1 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 VA X DAVID B MOWEN 5408877370 NEW STREET AND FREDERICK STREET STAUNTON VA 24401 Jane Harding Miller Chair 0 0 X 0 0 0 M Sue Whitlock Vice Chair 0 0 X 0 0 0 Marie A Westbrook Secretary 0 0 X 0 0 0 Maria Cerminara Acar Trustee 0 0 X 0 0 0 Jeffrey R Ash Trustee 0 0 X 0 0 0 Karen Bailey-Chapman Trustee 0 0 X 0 0 0 Annabel E Barber Trustee 0 0 X 0 0 0 Thomas Bryan Barton Trustee 0 0 X 0 0 0 Tracy Lolita Burks Trustee 0 0 X 0 0 0 Kamala Payne Chapman Trustee 0 0 X 0 0 0 Margaret Wren de St Aubin Trustee 0 0 X 0 0 0 Nancy Mayer Dunbar Trustee 0 0 X 0 0 0 Sarah A Flanagan Trustee 0 0 X 0 0 0 Helen Forster Trustee 0 0 X 0 0 0 Sarah Francisco Trustee 0 0 X 0 0 0 Betsy Freund Trustee 0 0 X 0 0 0 Pamela Gibbs Trustee 0 0 X 0 0 0 Peter Gwaltney Trustee 0 0 X 0 0 0 Susan Hobbs Trustee 0 0 X 0 0 0 Christy Howell Trustee 0 0 X 0 0 0 Alison Kaufmann Trustee 0 0 X 0 0 0 Lowell Lemons Trustee 0 0 X 0 0 0 Theresa C Lewis Trustee 0 0 X 0 0 0 James D Lott Trustee 0 0 X 0 0 0 Gabrielle McCree Trustee 0 0 X 0 0 0 John A Nolde Jr Trustee 0 0 X 0 0 0 Susan Palmer Trustee 0 0 X 0 0 0 John Rogers Trustee 0 0 X 0 0 0 Florence Rutherford Trustee 0 0 X 0 0 0 Sherri Sharpe Trustee 0 0 X 0 0 0 Katherine L Smallwood Trustee 0 0 X 0 0 0 Trimble Bailey Spitzer Trustee 0 0 X 0 0 0 Jeanine Holmes Thomas Trustee 0 0 X 0 0 0 Harvey Westbrook Jr Trustee 0 0 X 0 0 0 Margaret Humphrey Worley Trustee 0 0 X 0 0 0 Pamela Fox President 35 X 263252 0 34605 David Mowen Exec VP for Finance & Administration 35 X 198400 0 32287 Sherri Mylott VP for Institutional Advancement 35 0 X 194542 0 17842 Linda Seestedt-Stanford VP for College of Health Sciences 35 X 177592 0 6115 Rachel Potter Dean of the College of Education 35 X 131199 0 12051 Lois Williams VP of Enrollment Management 35 X 130053 0 12698 Lisa Shoaf Founding Director of the Doctoral Program in PT 35 X 126269 0 10269 David Paulk Founding Director of Phys Asst Program 35 X 121756 0 16357 Robert Klonoski Adjunct Faculty 35 X 110009 0 14001 Catherine O'Connell Former VP of Academic Affairs 35 0 X 88642 0 14996 1541714 0 171221 9 1 1 0 Chartwells PO Box 91337 Chicago IL 60693 Food Service Management 1031657 Whiteboard Communications 30 Clipper Rd Conshohock PA 19428 Recruitment Services 396300 KJellstrom & Lee Construction 1607 Ownby Lane Richmond VA 23220 Construction Contractor 319117 Jenzabar PO Box 55018 Boston MA 02205 ERP Implementation & Maint Contract 299466 Aramark 24818 Network Place Chicago IL 60673 Facilities Management 265036 14 0 0 0 0 544194 3450032 1092930 3994226 Tuition and Fees 611310 35010049 35010049 0 0 Auxiliary Services 611310 4839966 4839966 0 0 0 0 0 0 39850015 672373 0 0 672373 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 6691079 0 5279434 0 1411645 0 1411645 0 0 1411645 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 123841 123841 0 0 123841 46052100 39973856 0 2084018 0 0 12397458 12397458 0 0 0 0 1326992 0 1035576 291416 0 0 0 0 16313408 13963849 1967767 381792 416526 306230 90100 20196 2384547 1887464 413942 83141 1125845 914381 176652 34812 313235 313235 0 0 86481 0 86481 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 2482816 1433239 913301 136276 422449 400637 21812 0 689938 569568 108219 12151 0 0 0 0 0 0 0 0 2101390 1821483 279907 0 627078 464962 103184 58932 0 0 0 0 0 0 0 0 746368 686404 59964 0 0 0 0 0 2544722 2303220 241502 0 151608 335 151273 0 FOOD EXPENSE 856121 777705 30838 47578 MAINT. CONTRACTS 674769 149971 524798 0 POSTAGE AND PRINTING 434616 177389 161344 95883 MAINTENANCE & REPAIR 369494 68721 300773 0 1479909 744528 692051 43330 47945770 39380779 7359484 1205507 0 0 3788944 3468355 4719609 3439550 985283 1344047 0 0 0 0 1205873 1071133 77457 87264 744474 386840 81588177 46976853 36206693 34611324 24503067 24803582 11111631 12702666 0 0 7343 591620 376807 369876 83727181 82876257 1493555 1701398 881964 879446 1877866 2192905 20591248 19297420 0 0 0 0 0 0 808723 1347083 38497 18936 25691853 25437188 X 14171748 13093719 7771141 7506130 36092439 36839220 58035328 57439069 83727181 82876257 -1893670 1297411 0 0 0 0 X 0 1 X 1 1 1 X 7610409 4134900 4059986 4788144 3994226 24587665 0 0 0 0 0 0 0 0 0 0 0 0 7610409 4134900 4059986 4788144 3994226 24587665 5555934 19031731 357083 476090 554160 735240 672373 2794946 0 0 0 0 0 0 80566 64741 134824 123789 124450 528370 27910981 39850015 0.68187 0.4347 X Schedule A, Part II, Line 10 OTHER INCOME INCLUDES ALUMNAE EVENTS, PARKING FINES, LIBRARY FINES, ROOM ACCESS CHARGES AND FORFEITED TUITION DEPOSITS. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1 1 0 0 0 1 2370 1 500 0 0 2870 0 Schedule C, Part II-B, Line 1 MARY BALDWIN UNIVERSITY IS A MEMBER OF THE COUNCIL OF INDEPENDENT COLLEGES IN VIRGINIA. THE CICV REPRESENTS 28 ACCREDITED NONPROFIT INDEPENDENT COLLEGES AND UNIVERSITIES IN VIRGINIA. THE CICV WORKS COLLABORATIVELY WITH THE SCHOOLS IN AREAS OF PUBLIC POLICY, COST CONTAINMENT AND PROFESSIONAL DEVELOPMENT. THE CICV LOBBIES ON BEHALF OF ITS MEMBER INSTITUTIONS ON EDUCATION RELATED ISSUES. THE CICV REPORTED THAT 11.31% OF THE 2016/17 MEMBERSHIP DUES WAS USED FOR LOBBYING. MARY BALDWIN UNIVERSITY IS ALSO A MEMBER OF NAICU. NAICU IS A NATIONAL ORGANIZATION WITH MORE THAN 1,000 MEMBER INSTITUTIONS AND ASSOCIATIONS. NAICU REPRESENTS PRIVATE, NONPROFIT HIGHER EDUCATION INSTITUTIONS ON PUBLIC POLICY ISSUES. NAICU ESTIMATES THAT 7% OF ITS ANNUAL DUES IN THE 2016/17 MEMBERSHIP YEAR WAS FOR LOBBYING. IN JANUARY 2017, MARY BALDWIN HAD A SMALL GROUP OF STUDENTS AND STAFF TRAVEL TO RICHMOND TO LOBBY ON BEHALF OF THE VIRGINIA TAG GRANT AND THE VIRGINIA VWIL GRANT. IN ADDITION, A SMALL GROUP OF STUDENTS LOBBIED FOR BETTER PATIENT CARE AT THE VIRGINIA GENERAL ASSEMBLY. 120000 196830 120000 196830 X 0 36916666 763073 2790215 773390 976610 0 38719954 38877948 495082 -706364 773145 976855 0 36916666 39378690 579426 669835 771319 978681 0 38877951 36072543 663327 4292820 724966 925034 0 39378690 33445291 1092686 3159566 732207 892793 0 36072543 0.0885 0.9115 0 1 0 0 4149381 4149381 0 59301008 34277846 25023162 0 0 0 0 0 14933142 10998636 3934506 0 3204646 1700371 1504275 34611324 0 0 Real & Alternative Investment 9730350 F Money Market Funds 2972316 F 12702666 0 Life Income and Annuity Funds 18936 18936 34952053 1246619 0 0 -12346666 -11100047 46052100 0 0 0 46052100 35548312 0 0 0 -12397458 -12397458 47945770 0 0 0 47945770 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 STUDENT FINANCIAL AID AND THE CHANGE IN VALUE OF SPLIT INTEREST AGREEMENTS. 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 PERCENTAGES 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 VA FOR THE VWIL PROGRAM. 1 SEE SCHEDULE I, PART IV, STATEMENT 1 963 12397458 Schedule I, Part I, Line 2 THE OFFICE OF FINANCIAL AID AWARDS STUDENTS 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 X X X 0 0 0 0 0 0 0 0 0 Pamela Fox President 263252 0 0 0 0 0 125300 0 9305 0 397857 0 0 0 David Mowen Exec VP for Finance & Administration 161204 0 0 0 37196 0 22600 0 9687 0 230687 0 0 Sherri Mylott VP for Institutional Advancement 174542 0 0 0 20000 0 5250 0 12592 0 212384 0 0 Linda Seestedt-Stanford VP for College of Health Sciences 170177 0 0 0 7415 0 5296 0 819 0 183707 0 0 0 Schedule J, Part I, Line 1a THE PRESIDENT OF THE UNIVERSITY IS PROVIDED WITH ON CAMPUS HOUSING AND A CLEANING STAFF. HOUSING WAS ALSO PROVIDED FOR THE VP OF ACADEMIC AFFAIRS AND THE VP FOR INSTITUTIONAL ADVANCEMENT. THE HOUSING FOR THE VP OF ACADEMIC AFFAIRS AND THE VP FOR INSTITUTIONAL ADVANCEMENT IS A TAXABLE BENEFIT AS THEY ARE NOT REQUIRED TO LIVE ON CAMPUS. A Virginia Small Business Financing Auth 541300845 928104KC1 2005-12-01 11345000 Industrial Development Auth (IDA) 0 0 0 B Virginia Small Business Financing Auth 541300845 000000000 2009-10-01 4510000 Industrial Development Auth 0 0 0 A 0 0 11345000 0 0 0 22415 0 0 0 11345000 0 2005 1 0 1 1 B 0 0 3386000 0 0 0 30845 0 0 0 3386000 0 2012 1 0 1 1 A 0 0 0 0 0 1 0 0 B 0 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 1 X 1 120000 FMV X 33 972843 FMV X Other Donated Items 14 87 FMV 0 0 1 0 Form 990, Part VI, Section A, Line 3 THE MANAGEMENT OF THE FACILITIES AND THE FOOD SERVICE AREA ARE UNDER THE DIRECT SUPERVISION OF THE EXEC VP FOR FINANCE AND ADMINISTRATION AND ARE PERFORMED BY A MANAGEMENT COMPANY. 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 EMPLOYEE'S SALARIES ARE DOCUMENTED. Form 990, Part VI, Section C, Line 19 MARY BALDWIN UNIVERSITY'S IRS FORM 990 IS AVAILABLE TO THE PUBLIC ON GUIDE-STAR. 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. More time was needed to collect data and prepare the return. Extensions were filed on time and approved by the IRS.