2015-05-12T14:55:24-07:00 2014-06-30 540504608 Brown Edwards & Company LLP 1715 Pratt Drive Suite 2700 Blacksubrg VA 24060 990 2013-07-01 540506319 MARY BALDWIN COLLEGE MARY 5408877000 NEW STREET AND FREDERICK STREET STAUNTON VA 24401 David B Mowen Exec VP for Finance & Administratio 5408877370 2015-05-12 1 Mark Woolwine P00647446 5404433606 2015-05-12 2013 2016-03-07 17:11:31Z David B Mowen PO Box 1500 Staunton VA 24402 58341526 0 X www.mbc.edu X 1842 VA The mission of Mary Baldwin College is to provide undergraduate and graduate education consistent with the institution's rich heritage as a private liberal arts college primarily for women, which affirms its Christian roots while welcoming a broad diversity of views. This mission is implemented in the residential programs for women and the nonresidential programs for men and women through focus on teaching and learning; concern for the individual; commitment to the liberal arts as preparation for life, for careers, for graduate and professional studies, and for leadership; and emphasis on high ethical standards. 26 26 1032 0 0 0 7610409 4134900 34057369 34688054 865801 776944 80566 64741 42614145 39664639 10817395 11639435 0 0 18602818 19009606 0 0 1285258 9741521 9605911 39161734 40254952 3452411 -590313 76308078 93166078 15870523 29581637 60437555 63584441 The mission of Mary Baldwin College is to provide undergraduate and graduate education consistent with the institution's rich heritage as a private liberal arts college primarily for women, which affirms its Christian roots while welcoming a broad diversity of views. This mission is implemented in the residential programs for women and the nonresidential programs for men and women through focus on teaching and learning; concern for the individual; commitment to the liberal arts as preparation for life, for careers, for graduate and professional studies, and for leadership; and emphasis on high ethical standards. 0 0 11639435 11639435 0 SCHOLARSHIPS AND FELLOWSHIPS - THE COLLEGE AWARDED APPROXIMATELY 913 STUDENTS FINANCIAL AID ASSISTANCE THROUGH INSTITUTIONAL MEANS. FINANCIAL AID IS FUNDED BY FEDERAL, STATE, PRIVATE AND INSTITUTIONAL MEANS. 21839567 0 34752795 INSTRUCTIONAL - VARIOUS PROGRAMS SUCH AS TRADITIONAL DEGREES, CONTINUING EDUCATION, SUMMER PROGRAMS, CONSORTIUM AND STUDIES ABROAD TO APPROXIMATELY 1,742 STUDENTS. 0 0 0 33479002 1 1 0 0 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 56 0 1 1032 1 0 0 0 0 0 0 0 0 0 0 X 26 26 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 MARIA C ACAR TRUSTEE 0 0 X 0 0 0 ANNABEL E BARBER TRUSTEE 0 0 X 0 0 0 THOMAS BARTON TRUSTEE 0 0 X 0 0 0 CHARLOTTE J BERRY TRUSTEE 0 0 X 0 0 0 TRACY BURKS-HEALY TRUSTEE 0 0 X 0 0 0 MARGARET WREN DE ST AUBIN TRUSTEE 0 0 X 0 0 0 NANCY M DUNBAR TRUSTEE 0 0 X 0 0 0 KELLY H 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 ELIZABETH B FREUND TRUSTEE 0 0 X 0 0 0 SUSAN HOBBS TRUSTEE 0 0 X 0 0 0 ALISON KAUFMANN TRUSTEE 0 0 X 0 0 0 JAMES LOTT TRUSTEE 0 0 X 0 0 0 MARGARET E MCDERMID CHAIR 0 0 X 0 0 0 SUSAN A MCLAUGHLIN TRUSTEE 0 0 X 0 0 0 JANE H MILLER VICE CHAIR 0 0 X 0 0 0 JOHN A NOLDE JR TRUSTEE 0 0 X 0 0 0 SHERRI L 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 JEANINE H THOMAS TRUSTEE 0 0 X 0 0 0 KELLIE WARNER TRUSTEE 0 0 X 0 0 0 MARIE A WESTBROOK TRUSTEE 0 0 X 0 0 0 M SUE WHITLOCK TRUSTEE 0 0 X 0 0 0 PAMELA FOX PRESIDENT 35 0 X 258640 0 31370 DAVID MOWEN EXEC VP FOR FINANCE & ADMIN 35 0 X 162131 0 14857 LINDA SEESTEDT-STANFORD VP COLLEGE OF HEALTH SCIENCE 35 0 X 175015 0 5771 CATHARINE O'CONNELL VP FOR ACADEMIC AFFAIRS 35 0 X 159230 0 14694 LISA SHOAF DIRECTOR OF DOCTORAL PROGRAM IN PT 35 0 X 116350 0 10879 NATHAN HERZ DIRECTOR OF OT PROGRAM 35 0 X 113195 0 8600 RACHEL POTTER DEAN OF COLLEGE OF EDUCATION 35 0 X 110204 0 9998 CATHERINE MCPHERSON ASSOC PROFESSOR 35 0 X 101143 0 3273 DAVID ATCHLEY FORMER VP OF INST ADVANCEMENT 35 0 X 106623 0 411 1302531 0 99853 9 1 1 0 Kjellstrom & Lee Construction 2815-A N Augusta St Staunton VA 24401 Construction Contractor 12622372 Chartwells PO Box 91337 Chicago IL 60693 Food Service 912818 Royall and Company 1920 East Parham Rd Richmond VA 23228 Enrollment Management/Advancement Services 522511 Kahler Slater Inc 111 West Wisconsin Ave Milwaukee WI 53203 Architect 513674 Aramark 24818 Network Place Chicago IL 60673 Facilities Management 265036 6 0 0 0 0 757211 3377689 394857 4134900 Net Tuition and Fees 611310 29095586 29095586 0 0 Auxiliary Services 611310 5592468 5592468 0 0 0 0 0 0 34688054 476090 0 0 476090 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 18977741 0 18676887 0 300854 0 300854 0 0 300854 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 64741 64741 0 0 64741 39664639 34752795 0 776944 0 0 11639435 11639435 0 0 0 0 1365651 0 1024072 341579 0 0 0 0 14063248 11877244 1702135 483869 370785 264236 81786 24763 2167109 1635294 423840 107975 1042813 844338 144181 54294 232236 232236 0 0 36629 0 36629 0 72127 0 72127 0 0 0 0 0 0 0 0 0 0 0 1192579 728390 437900 26289 149918 139048 10870 0 529387 429992 49489 49906 0 0 0 0 0 0 0 0 1533768 1331617 202151 0 596671 429023 74529 93119 0 0 0 0 0 0 0 0 440203 421691 18512 0 0 0 0 0 1530519 1407322 123197 0 99693 0 99693 0 FOOD 743453 696963 46490 0 MAINT CONTRACTS 326921 152057 174864 0 POSTAGE AND PRINTING 293131 165462 71665 56004 EQUIPMENT 280804 228211 52593 0 1547872 856443 643969 47460 40254952 33479002 5490692 1285258 0 0 3613146 9733607 12231750 5071698 1149149 954321 0 0 0 0 1313066 1332903 89396 95420 467831 345836 77508234 40252497 22330313 37255737 23245611 26994475 11405299 10914718 0 0 46214 52354 416303 415009 76308078 93166078 1942852 3148994 870038 884514 1496541 1805625 10549184 9596572 0 0 0 0 0 0 942930 14097583 68978 48349 15870523 29581637 X 11294383 15797817 14654626 12523369 34488546 35263255 60437555 63584441 76308078 93166078 -590313 3737199 0 0 0 0 X 0 1 X 1 1 1 X 0 0 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 37854 0 37854 X 0 36072543 663327 4292820 724966 925034 0 39378690 33445291 1092686 3159566 732207 892793 0 36072543 33846083 2247997 -898789 770035 979965 0 33445291 29770625 1092017 4983441 874693 1125307 0 33846083 28815910 354600 2900115 1001748 1298252 0 29770625 0.1018 0.8955 0.0027 1 0 0 4149381 4149381 0 57663604 29521545 28142059 0 0 0 0 0 12676270 9282218 3394052 0 3018979 1448734 1570245 37255737 0 0 Real & Alternative Investments 10061447 F Money Market Funds 853271 F 10914718 Life Income and Annuity Funds 48349 48349 31762403 3616017 0 0 -11518253 -7902236 39664639 0 0 0 39664639 28615517 0 0 0 -11639435 -11639435 40254952 0 0 0 40254952 Schedule D, Part III, Line 4 THE COLLEGE 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 COLLEGE'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 THE VALUE OF SPLIT INTEREST AGREEMENTS. Schedule D, Part XII, Line 2d 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 COLLEGE CUSTOMARILY DRAWS A SUBSTANTIAL PERCENTAGE OF ITS STUDENTS NATIONWIDE AND FROM FOREIGN COUNTRIES. THE COLLEGE FOLLOWS A NONDISCRIMINATORY POLICY AND HAS COMPLIED WITH SECTION 4.02 OF THE INTERNAL REVENUE PROCEDURE 75-50. THIS POLICY IS PUBLISHED IN THE COLLEGE CATALOG, VARIOUS BROCHURES AND STATE AND LOCAL NEWSPAPERS. Schedule E, Part I, Line 6 THE SCHOOL RECEIVES FEDERAL WORK STUDY, SEOG AND A DISTRIBUTION FROM THE STATE OF VA FOR THE VWIL PROGRAM. 1 SEE SCHEDULE I, PART IV, STATEMENT 1 913 11639435 0 STUDENT FINANCIAL AID Schedule I, Part I, Line 2 THE OFFICE OF FINANCIAL AID AWARDS STUDENT AID BASED ON ENROLLMENT, NEED BASED ON 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 1 1 0 0 0 0 0 0 0 PAMELA FOX PRESIDENT 228640 0 0 0 30000 0 24535 0 6835 0 290010 0 0 0 DAVID MOWEN EXEC VP FOR FINANCE & ADMIN 140570 0 0 0 21561 0 4500 0 10357 0 176988 0 0 0 LINDA SEESTEDT-STANFORD VP COLLEGE OF HEALTH SCIENCE 174128 0 0 0 887 0 5296 0 475 0 180786 0 0 0 CATHARINE O'CONNELL VP FOR ACADEMIC AFFAIRS 137030 0 0 0 22200 0 4350 0 10344 0 173924 0 0 0 DAVID ATCHLEY FORMER VP OF INST ADVANCEMENT 106212 0 0 0 411 0 0 0 0 0 106623 0 0 0 Schedule J, Part I, Line 1a THE PRESIDENT OF THE COLLEGE 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. Schedule J, Part I, Line 3 REFER TO SCHEDULE O FOR FURTHER DETAILS. Schedule J, Part I, Line 4 DAVID ATCHLEY RECEIVED SEVERANCE PAY IN 2014. THE PRESIDENT OF THE COLLEGE HAS A 457B PLAN. A VIRGINIA SMALL BUSINESS FINANCING AUTH 541300845 928104KC1 2005-12-01 11345000 INDUSTRIAL DEVELOPMENT AUTH (IDA) 0 0 0 B VIRGINIA SMALL BUSINESS FINANCIAL AUTH 541300845 000000000 2009-10-01 4510000 INDUSTRIAL DEVELOPMENT AUTH (IDA) 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 A 0 B 0 X 71 394857 COST OR SELLING PRICE X OTHER GIFTS IN KIND 10 6397 OTHER 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 SENIOR VP FOR BUSINESS AND FINANCE 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 BEING 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 CHAIRMAN 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 OTHER DATA COLLECTED FROM OTHER INSTITUTIONS THAT SHARE THE COLLEGE'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 THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS OF THE COLLEGE ARE AVAILABLE FOR PUBLIC REVIEW AT THE PRESIDENT'S OFFICE. MORE TIME WAS NEEDED TO COLLECTED DATA AND PREPARE THE RETURN. EXTENSIONS WERE FILED AND APPROVED BY THE IRS.