2014-04-25T10:30:12-07:00 2013-06-30 540504608 Brown Edwards & Company LLP 1715 Pratt Drive Suite 2700 Roanoke VA 24060 990 2012-07-01 540506319 MARY BALDWIN COLLEGE MARY 5408877000 NEW STREET AND FREDERICK STREET STAUNTON VA 24401 David Mowen 5408877370 2014-04-25 1 Mark Woolwine P00647446 5404433606 2014-04-25 2012 2015-11-30 17:44:51Z David B Mowen PO Box 1500 Staunton VA 24402 47750736 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. THE MISSION IS IMPLEMENTED IN THE RESIDENTIAL PROGRAMS FOR WOMEN AND THE NONRESIDENTIAL PROGRAMS FOR MEN AND WOMEN OVER 21 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. 22 22 1141 0 0 0 19928206 7610409 34357877 34057369 625835 865801 81300 80566 54993218 42614145 10538085 10817395 0 0 18581391 18602818 0 0 1281489 9573873 9741521 38693349 39161734 16299869 3452411 71316944 76308078 16576010 15870523 54740934 60437555 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. THE MISSION IS IMPLEMENTED IN THE RESIDENTIAL PROGRAMS FOR WOMEN AND THE NONRESIDENTIAL PROGRAMS FOR MEN AND WOMEN OVER 21 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 10817395 10817395 0 SCHOLARSHIPS AND FELLOWSHIPS - THE COLLEGE AWARDED APPROXIMATELY 850 STUDENTS FINANCIAL AID ASSISTANCE THROUGH INSTITUTIONAL MEANS. FINANCIAL AID IS FUNDED BY FEDERAL, STATE, PRIVATE AND INSTITUTIONAL MEANS. 21623762 0 34137935 INSTRUCTIONAL - VARIOUS PROGRAMS SUCH AS TRADITIONAL DEGREES, CONTINUING EDUCATION, SUMMER PROGRAMS, CONSORTIUM AND STUDIES ABROAD TO APPROXIMATELY 2,350 STUDENTS. 0 0 0 32441157 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 61 0 1 1141 1 0 0 0 0 0 0 1 1 0 0 1 1 0 X 22 22 0 1 0 0 0 0 0 1 1 0 0 1 1 1 1 0 1 1 1 0 VA X X DAVID B MOWEN 5408877370 NEW STREET AND FREDERICK STREET STAUNTON VA 24401 CHARLES T BASKERVILL 0 0 X 0 0 0 HC STUART COCHRAN 0 0 X 0 0 0 JOHNIE DAVIS 0 0 X 0 0 0 MARGARET W DE ST AUBIN 0 0 X 0 0 0 KELLY HUFFMAN ELLIS 0 0 X 0 0 0 JAMES D LOTT 0 0 X 0 0 0 MARGARET E MCDERMID 0 0 X 0 0 0 SUSAN A MCLAUGHLIN 0 0 X 0 0 0 JANE H MILLER 0 0 X 0 0 0 SUE M WHITLOCK 0 0 X 0 0 0 CHARLOTTE J BERRY 0 0 X 0 0 0 KELLLIE WARNER 0 0 X 0 0 0 SHERRI SHARPE 0 0 X 0 0 0 NANCY M DUNBAR 0 0 X 0 0 0 THOMAS BRYAN BARTON 0 0 X 0 0 0 SARAH FLANAGAN 0 0 X 0 0 0 KAREN SHERMAN 0 0 X 0 0 0 JOHN A NOLDE JR 0 0 X 0 0 0 TRACY BURKS-HEALY 0 0 X 0 0 0 ELIZABETH 'BESTY' BOGGS FREUND 0 0 X 0 0 0 SUSAN HOBBS 0 0 X 0 0 0 JEANINE HOLMES THOMAS 0 0 X 0 0 0 PAMELA FOX 35 0 X 238020 0 27984 DAVID MOWEN 35 0 X 162428 0 14655 CATHARINE O'CONNEL 35 0 X 159483 0 14492 RACHEL POTTER 35 0 X 107704 0 9645 STEVE MOSHER 35 0 X 102560 0 7887 DAVID ATCHLEY 35 0 X 154828 0 7364 925023 0 82027 6 1 1 0 KJELLSTROM & LEE CONSTRUCTION 2815-A N Augusta St Staunton VA 24401 Construction contractor 1580752 KAHLER SLATER INC 111 West Wisconsin Ave Milwaukee WI 53203 Architect 1231122 CHARTWELLS PO BOX 91337 CHICAGO IL 60693 FOOD SERVICE 896565 ROYALL AND COMPANY 1920 EAST PARHAM RD RICHMOND VA 23228 RECRUITMENT SERVICES 443293 ARAMARK CORP 24818 NETWORK PLACE CHICAGO IL 60673 FACILITIES MANAGEMENT 261717 9 0 0 0 0 830889 6779520 618731 7610409 Net Tuition and Fees 611310 28481162 28481162 0 0 Auxiliary Services 611310 5576207 5576207 0 0 0 0 0 0 34057369 357083 0 0 357083 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 5645309 0 5136591 0 508718 0 508718 0 0 508718 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 80566 80566 0 0 80566 42614145 34137935 0 865801 0 0 10817395 10817395 0 0 0 0 1137798 0 870331 267467 0 0 0 0 13999639 11712008 1696927 590704 356751 253988 77018 25745 2069049 1665661 305678 97710 1039581 840225 137232 62124 226734 226734 0 0 50998 0 50998 0 75326 0 75326 0 0 0 0 0 0 0 0 0 0 0 1122440 917631 154273 50536 192758 180841 11917 0 603192 520757 68050 14385 0 0 0 0 0 0 0 0 1456780 1257638 199142 0 684009 428333 187556 68120 0 0 0 0 0 0 0 0 461059 441670 19389 0 0 0 0 0 1494870 1362731 132139 0 102948 546 102402 0 Food 786164 735464 50700 0 Maint. Contracts 353720 154010 199710 0 Maint. & Repair 341000 130175 210825 0 Textbooks & Other Bookstore Purchases 290492 290492 0 0 1499031 504858 889475 104698 39161734 32441157 5439088 1281489 0 0 5918773 3613146 11024158 12231750 1029333 1149149 0 0 0 0 1332764 1313066 98295 89396 617664 467831 59476868 37146555 18705751 22330313 21089901 23245611 11049622 11405299 0 0 35665 46214 415018 416303 71316944 76308078 1541110 1942852 896119 870038 1534592 1496541 11476796 10549184 0 0 0 0 0 0 1044821 942930 82572 68978 16576010 15870523 X 5500511 11294383 15979667 14654626 33260756 34488546 54740934 60437555 71316944 76308078 3452411 2244210 0 0 0 0 X 0 1 X 1 1 1 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 38513 0 38513 X 0 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 38169073 488308 -7241471 1025741 1574259 0 28815910 0.0439 0.9561 0 1 0 0 4149381 4149381 0 40906892 28542945 12363947 0 0 0 0 0 8787996 7198391 1589605 0 5632599 1405219 4227380 22330313 0 0 REAL & ALTERNATIVE INVESTMENTS 9337155 F MONEY MARKET FUNDS 2068144 F 11405299 Escrow account liability 68978 68978 34040960 2114160 0 0 -10687345 -8573185 42614145 0 0 0 42614145 28344339 0 0 0 -10817395 -10817395 39161734 0 0 0 39161734 SchD_P03_S00_L04 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 EXAMPLES OF STYLES AND PERIOD ART IN FURTHERANCE OF THE COLLEGE'S FINE ARTS PROGRAM. SchD_P05_S00_L04 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. SchD_P11_S00_L02d Schedule D, Part XI, Line 2d STUDENT FINANCIAL AID AND THE CHANGE IN THE VALUE OF SPLIT INTEREST AGREEMENTS. SchD_P12_S00_L02d 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 SchE_P01_S00_L03 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. SchE_P01_S00_L06 Schedule E, Part I, Line 6 THE SCHOOL RECEIVES FEDERAL WORK STUDY, SEOG, CSAP AND A DISTRIBUTION FROM THE STATE OF VA FOR THE VWIL PROGRAM. 1 SEE SCHEDULE I, PART IV, STATEMENT 1 853 10817395 0 STUDENT FINANCIAL AID SchI_P01_S00_L02 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 185020 0 0 0 53000 0 22192 0 5793 0 266005 0 0 0 DAVID MOWEN 140925 0 0 0 21503 0 4500 0 10155 0 177083 0 0 0 CATHARINE O'CONNEL 137283 0 0 0 22200 0 4350 0 10142 0 173975 0 0 0 DAVID ATCHLEY 146636 0 0 0 8192 0 2389 0 4976 0 162193 0 0 0 SchJ_P01_S00_L01a Schedule J, Part I, Line 1a THE PRESIDENT OF THE COLLEGE IS PROVIDED WITH ON CAMPUS HOUSING AND CLEANING STAFF. HOUSING WAS ALSO PROVIDED FOR THE VP OF ACADEMIC AFFAIRS AND THE VP FOR INSTITUTIONAL ADVANCEMENT. SchJ_P01_S00_L03 Schedule J, Part I, Line 3 REFER TO SCHEDULE O FOR FURTHER DETAILS. SchJ_P01_S00_L04 Schedule J, Part I, Line 4 DAVID ATCHLEY RECEIVED SEVERANCE PAY IN 2013. 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 222415 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 30 452637 COST OR SELLING PRICE X 1 158000 APPRAISAL X OTHER GIFTS IN KIND 4 8094 OTHER 2 0 1 0 F990_P06_S0A_L03 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. F990_P06_S0B_L11b 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. F990_P06_S0B_L12c 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. F990_P06_S0B_L15 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. F990_P06_S0C_L19 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. EXTENSIONS WERE FILED.