2012-04-20T15:29:39-07:00 2011-06-30 990 2010-07-01 540506319 MARY BALDWIN COLLEGE MARY 5408877000 NEW STREET AND FREDERICK STREET STAUNTON VA 24401 David Mowen 5408877370 2012-04-20 2010 2016-02-24 21:20:13Z DAVID B MOWEN NEW STREET AND FREDERICK STREET STAUNTON VA 24401 46429723 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. 31 31 1184 0 7170 3096895 4534643 31065051 32219609 746533 561905 106473 78884 35014952 37395041 9399037 9652823 0 0 18860780 17314519 0 0 793970 9351698 8885349 37611515 35852691 -2596563 1542350 52316790 56774122 18477449 17179272 33839341 39594850 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 9652823 0 0 SCHOLARSHIPS AND FELLOWSHIPS - THE COLLEGE AWARDED APPROXIMATELY 1,702 STUDENTS FINANCIAL AID ASSISTANCE. FINANCIAL AID IS FUNDED BY FEDERAL, STATE, PRIVATE AND INSTITUTIONAL MEANS. 20354524 0 0 INSTRUCTIONAL - VARIOUS PROGRAMS SUCH AS TRADITIONAL DEGREES, CONTINUING EDUCATION, SUMMER PROGRAMS, CONSORTIUMS AND STUDIES ABROAD TO APPROXIMATELY 2,326 STUDENTS. 0 0 0 30007347 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 0 1 64 0 1 1184 1 1 1 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 0 1 1 1 0 VA X X DAVID B MOWEN 5408877370 MARY BALDWIN COLLEGE STAUNTON VA 24401 CHARLES T BASKERVILL 0 X 0 0 0 SALLY ARMSTRONG BINGLEY 0 X 0 0 0 HC STUART COCHRAN 0 X 0 0 0 TRACEY L CONES 0 X 0 0 0 NANCY PAYNE DAHL 0 X 0 0 0 JOHNIE DAVIS 0 X 0 0 0 MARGARET W DE ST AUBIN 0 X 0 0 0 KELLY HUFFMAN ELLIS 0 X 0 0 0 JOANNE INGALLS 0 X 0 0 0 BERTIE DEMING HEINER 0 X 0 0 0 MOLLY FETTERMAN HELD 0 X 0 0 0 JAMES D LOTT 0 X 0 0 0 MARGARET E MCDERMID 0 X 0 0 0 SUSAN A MCLAUGHLIN 0 X 0 0 0 JANE H MILLER 0 X 0 0 0 WILLIAM CONRAD DOENGES I 0 X 0 0 0 SUSAN A STOVER 0 X 0 0 0 CAROLYN AMOS YOKLEY 0 X 0 0 0 AREMITA R WATSON 0 X 0 0 0 SUE M WHITLOCK 0 X 0 0 0 CHARLOTTE J BERRY 0 X 0 0 0 KELLLIE WARNER 0 X 0 0 0 SHERRI SHARPE 0 X 0 0 0 NANCY M DUNBAR 0 X 0 0 0 PAMELA LEIGH ANDERSON 0 X 0 0 0 THOMAS BRYAN BARTON 0 X 0 0 0 LADY APPLEBY BIRD 0 X 0 0 0 SARAH FLANAGAN 0 X 0 0 0 JOHN NOLDE JR 0 X 0 0 0 KAREN SHERMAN 0 X 0 0 0 C HUNT SHUFORD JR 0 X 0 0 0 PAMELA FOX 35 X X X 185469 0 5052 DAVID MOWEN 35 X X X 122373 0 9528 DAVID ATCHLEY 35 X X 12500 0 2164 CATHARINE O'CONNEL 35 X X 149982 0 9528 BRENDA BRYANT 35 X X 108648 0 4850 NANCY KRIPPLE 35 X 81700 0 6188 ANGUS MCQUEEN 35 X 77847 0 9361 LEWIS ASKEGAARD 35 X 76136 0 6169 CRISTA CABE 35 X 74589 0 4771 STEVEN MOSHER 35 X 102547 0 4792 991791 0 62403 5 0 1 0 CHARTWELLS PO BOX 91337 CHICAGO IL 60693 FOOD SERVICE 786473 ROYALL AND COMPANY 1920 EAST PARHAM RD RICHMOND VA 23228 RECRUITMENT SERVICES 484759 ARAMARK CORP 24818 NETWORK PLACE CHICAGO IL 60673 FACILITIES MANAGEMENT 277528 GEIER BROWN RENFROW ARCHITECTS LLC 1029 NORTH ROYAL ST STE 200 ALEXANDRIA VA 22314 ARCHITECTS 189633 MID VALLEY PRESS PO BOX 998 VERONA VA 24482 PRINTING 140788 6 0 0 0 0 1052890 3481753 102916 4534643 NET TUITION AND FEES 611310 26976382 26976382 0 0 AUXILIARY SERVICES 611310 5243227 5239642 3585 0 0 0 0 0 32219609 405553 0 0 405553 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 9191034 0 9034682 0 156352 0 156352 0 0 156352 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 Other Misc. Revenue 611310 78884 75299 3585 0 0 0 0 0 78884 37395041 32291323 7170 561905 0 0 9652823 9652823 0 0 0 0 1076888 0 922207 154681 0 0 0 0 13332135 11251701 1759357 321077 6351 6351 0 0 1906349 1503551 339617 63181 992796 812695 146505 33596 258039 258039 0 0 50710 7150 43560 0 83872 0 83872 0 0 0 0 0 0 0 0 0 0 0 960139 620894 320319 18926 205547 198387 7160 0 1238580 1146299 78466 13815 0 0 0 0 0 0 0 0 1503039 1297574 205465 0 637788 425596 177147 35045 0 0 0 0 0 0 0 0 633639 607994 25645 0 0 0 0 0 1298456 1163732 134724 0 58412 0 58412 0 POSTAGE AND PRINTING 387084 135543 129039 122502 TEXTBOOKS & OTHER BOOKSTORE PURCHASES 369132 369132 0 0 EQUIPMENT 318115 193215 124900 0 MAINT. CONTRACTS 276669 87659 188790 220 MAINTANENCE AND REPAIR 132464 40842 91622 0 473664 228170 214567 30927 35852691 30007347 5051374 793970 0 0 1929116 3067618 3661523 4349767 1129080 952774 0 0 0 0 1315249 1316824 71778 84780 444819 550920 48456196 35004561 13897288 13451635 18670629 20794539 10763146 11784942 0 0 0 434162 420323 52316790 56774122 1568393 1257306 874676 910625 947537 1003547 13787544 12841860 0 0 0 0 0 0 1169180 1071901 130119 94033 18477449 17179272 X -3328655 72873 6336656 7534248 30831340 31987729 33839341 39594850 52316790 56774122 X 1542350 4213159 X 0 1 1 X 1 1 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 X 0 29770625 1092017 4983441 874693 1125307 0 33846083 28815910 354600 2900115 1001748 1298252 0 29770625 38169073 488308 -7241471 1025741 1574259 0 28815910 0.0868 0.9132 0 1 0 0 951028 951028 0 38911603 27996569 10915034 0 0 0 0 0 8593565 7007992 1585573 0 0 0 0 13451635 REAL & ALTERNATIVE INVESTMENTS 10730069 F MONEY MARKET FUNDS 1054873 F 11784942 0 TRUST AND ANNUITY OBLIGATIONS 94033 94033 37395041 35852691 1542350 4213160 0 0 0 94391 4307551 5849901 31955377 4118769 0 0 -9558433 -5439664 37395041 0 0 0 37395041 26199868 0 0 0 -9652823 -9652823 35852691 0 0 0 35852691 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_L08 Schedule D, Part XI, Line 8 CHANGE IN THE VALUE OF SPLIT INTEREST AGREEMENTS SchD_P12_S00_L02d Schedule D, Part XII, Line 2d STUDENT FINANCIAL AID AND CHANGE IN THE VALUE OF SPLIT INTERESTAGREEMENTS. SchD_P13_S00_L02d Schedule D, Part XIII, Line 2d STUDENT 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 0 0 0 0 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 X 1 1 X X X 0 1 0 0 0 0 0 0 0 PAMELA FOX 185469 0 0 0 5052 0 30000 0 0 0 220521 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. SchJ_P01_S00_L04 Schedule J, Part I, Line 4 THE PRESIDENT, DR PAMELA FOX RECEIVED $30,000. VIRGINIA SMALL BUSINESS FINANCING AUTH 541300845 928104KC1 2005-12-01 11345000 INDUSTRIAL DEVELOPMENT AUTH (IDA) 0 0 0 VIRGINIA SMALL BUSINESS FINANCIAL AUTH 541300845 000000000 2009-10-01 4510000 INDUSTRIAL DEVELOPMENT AUTH (IDA) 0 0 0 2535000 0 11345000 0 0 0 148150 0 0 0 0 0 2005 1 0 1 1 501140 0 4510000 0 0 451000 88500 0 0 0 0 0 2009 1 0 1 1 1 0 0 0 0 0 1 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 X 24 95372 COST OR SELLING PRICE X OTHER GIFTS 8 7545 OTHER 0 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 APPROPRIATE BOARD COMMITTEE 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 EMPLOYEES' 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. F990_P11_S00_L05 Form 990, Part XI, Line 5 UNREALIZED GAIN ON INVESTMENTS AND THE CHANGE IN VALUE OF SPLIT INTEREST AGREEMENTS.