2017-05-10T22:09:48-07:00 2016-06-30 540504608 Brown Edwards & Company LLP 1715 Pratt Drive Suite 2700 Blacksubrg VA 24060 990 2015-07-01 540506319 MARY BALDWIN UNIVERSITY MARY 5408877000 NEW STREET AND FREDERICK STREET STAUNTON VA 24401 David B Mowen Exec VP for Finance & Administratio 5408877000 2017-05-10 1 Mark Woolwine P00647446 5404433606 2017-05-10 2015 2021-01-29 14:40:06Z David B Mowen PO Box 1500 Staunton VA 24402 61511230 0 X www.marybaldwin.edu X 1842 VA Mary Baldwin 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 fulfulling, engaged, and meaningful lives. 31 31 964 0 0 0 4059986 4788144 36949696 36680735 4499566 1155779 134824 118968 45644072 42743626 12521414 11821257 0 0 20053313 20529949 0 0 1294428 11705265 11428618 44279992 43779824 1364080 -1036198 87881559 83727181 26934975 25691853 60946584 58035328 Mary Baldwin 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 11821257 11821257 0 SCHOLARSHIPS AND FELLOWSHIPS - THE UNIVERSITY AWARDED APPROXIMATELY 901 STUDENTS FINANCIAL AID ASSISTANCE THROUGH INSTITUTIONAL MEANS. FINANCIAL AID IS FUNDED BY FEDERAL, STATE, PRIVATE AND INSTITUTIONAL MEANS. 24142818 0 36799703 INSTRUCTIONAL - VARIOUS PROGRAM SUCH A TRADITIONAL DEGREES, CONTINUING EDUCATION, SUMMER PROGRAMS, CONSORTIUM AND STUDIES ABROAD TO APPROXIMATELY 1,637 STUDENTS. 0 0 0 35964075 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 0 0 0 0 0 0 0 0 1 53 0 1 964 1 0 0 0 0 0 0 0 0 0 0 0 0 X 31 31 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 OF THE BOARD 0 0 X 0 0 0 M SUE WHITLOCK VICE CHAIR OF THE BOARD 0 0 X 0 0 0 MARIE A WESTBROOK SECRETARY OF THE BOARD 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 TRUSTEE 0 0 X 0 0 0 ANNABEL E BARBER TRUSTEE 0 0 X 0 0 0 THOMAS BYRAN BARTON TRUSTEE 0 0 X 0 0 0 TRACY LOLITA BURKS 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 KELLY HUFFMAN ELLIS 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 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 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 LAUREEN ONG TRUSTEE 0 0 X 0 0 0 SHERRI SHARPE TRUSTEE 0 0 X 0 0 0 KAREN SHERMAN 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 KELLIE WARNER TRUSTEE 0 0 X 0 0 0 MARGARET HUMPHREY WORLEY TRUSTEE 0 0 X 0 0 0 JOHN ROGERS TRUSTEE 0 0 X 0 0 0 Pamela Fox President 35 0 X 362333 0 33710 David Mowen Exec VP for Finance & Administration 35 0 X 191662 0 35004 Sherri Mylott VP for Institutional Advancement 35 0 X 185313 0 16767 Catharine O'Connell VP for Academic Affairs 35 0 X 173276 0 16325 Linda Seestedt-Stanford VP for College of Health Sciences 35 0 X 168387 0 5798 Lisa Shoaf Founding Director of Doctoral Program in PT 35 0 X 125896 0 9664 Lois H Williams VP of Enrollment Management 35 0 X 123428 0 11958 David Paulk Founding Director of Phys. Assistant Program 35 0 X 121836 0 15389 Nathan Herz Founding Director of OT Program 35 0 X 118819 0 9366 Rachel Potter Dean of College of Education 35 0 X 118313 0 11006 1689263 0 164987 5 0 1 0 Chartwells PO Box 91337 Chicago IL 60693 Food Service 935637 Royall & Company 1920 East Parham Rd Richmond VA 23228 Recruitment Services 411822 Aramark 24818 Network Place Chicago IL 60673 Facilities Management 277509 Augusta Health Care PO Box 1000 Fishersville VA 22939 Health Care 139211 Lipman Hearne Inc PO Box 88634 Dept A Chicago IL 60680 Consulting 115162 6 0 0 0 0 551156 4236988 594644 4788144 Tuition and Fees 611310 31801602 31801602 0 0 Auxiliary Services 611310 4879133 4879133 0 0 0 0 0 0 36680735 735240 0 0 735240 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 19188143 0 18767604 0 420539 0 420539 0 0 420539 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 118968 118968 0 0 118968 42743626 36799703 0 1155779 0 0 11821257 11821257 0 0 0 0 1500993 0 1182243 318750 0 0 0 0 15133697 12689397 1939048 505252 411874 293515 93639 24720 2363268 1800498 461183 101587 1120117 895835 169849 54433 295022 295022 0 0 140922 0 140922 0 70000 0 70000 0 0 0 0 0 0 0 0 0 0 0 831154 458838 337385 34931 265819 255719 10100 0 636361 540455 83682 12224 0 0 0 0 0 0 0 0 1605517 1391662 213855 0 631922 471943 75808 84171 0 0 0 0 0 0 0 0 800951 741647 59304 0 0 0 0 0 2456692 2223582 233110 170040 0 170040 0 Food 804384 743162 19477 41745 Maint. Contracts 438596 192159 246437 0 Postage and Printing 288670 163773 47835 77062 Equipment 279873 198004 81869 0 1712695 787607 885535 39553 43779824 35964075 6521321 1294428 0 0 4716364 3788944 4481646 4719609 801623 985283 0 0 0 0 1331365 1205873 71553 77457 640214 744474 80926887 44720194 37899324 36206693 26780205 24398317 10752303 11216381 0 0 24384 7343 382578 376807 87881559 83727181 1561816 1493555 889780 881964 1792687 1877866 21608860 20591248 0 0 0 0 0 0 1041098 808723 40734 38497 26934975 25691853 X 16964623 14171748 8381491 7771141 35600470 36092439 60946584 58035328 87881559 83727181 -1036198 -1875058 0 0 0 0 X 0 1 X 1 1 1 X 19928206 7610409 4134900 4059986 4788144 40521645 0 0 0 0 0 0 0 0 0 0 0 0 19928206 7610409 4134900 4059986 4788144 40521645 21598384 18923261 400059 357083 476090 554160 735240 2522632 0 0 0 0 0 0 81300 80566 64741 134824 123789 485220 43529497 36680735 0.43472 0.43891 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 2271 1 640 0 0 2911 0 Schedule C, Part II-B, Line 1 Mary Baldwin University is a member of the Council of Independent Colleges in Virginia. The CICV lobbies on behalf of its member institutions on education related issues. Mary Baldwin University is also a member of NAICU. A percentage of the membership dues paid to NAICU will be used for lobbying. In January 2016, 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 lobbied for better patient care at the Virginia General Assembly. 0 35728 0 35728 X 0 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 33846083 2247997 -898789 770035 979965 0 33445291 0.1018 0.8982 0 1 0 0 4149381 4149381 0 58679834 32681987 25997847 0 0 0 0 0 14507621 10484341 4023280 0 3590051 1553866 2036185 36206693 0 0 REAL & ALTERNATIVE INVESTMENT 9102607 F MONEY MARKET FUNDS 2113774 F 11216381 0 Life Income and Aunnuity Funds 38497 38497 29047311 -1852087 0 0 -11844228 -13696315 42743626 0 0 0 42743626 31958567 0 0 0 -11821257 -11821257 43779824 0 0 0 43779824 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 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 VA FOR THE VWIL PROGRAM. 1 Student Financial Aid 901 11821257 0 Amount credited to student's account 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 262333 0 0 0 100000 0 25450 0 8260 0 396043 0 100000 0 David Mowen Exec VP for Finance & Administration 159829 0 0 0 31833 0 23500 0 11504 0 226666 0 0 0 Sherri Mylott VP for Institutional Advancement 165313 0 0 0 20000 0 5250 0 11517 0 202080 0 0 0 Catharine O'Connell VP for Academic Affairs 153276 0 0 0 20000 0 4859 0 11466 0 189601 0 0 0 Linda Seestedt-Stanford VP for College of Health Sciences 167500 0 0 0 887 0 5322 0 476 0 174185 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 0 0 2005 1 0 1 1 B 0 0 3386000 0 0 0 30845 0 0 0 0 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 X 34 593032 Selling Price X Other Donated Items 6 1612 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.