2011-04-29T14:57:42-07:00 2010-06-30 990 2009-07-01 540506319 MARY BALDWIN COLLEGE MARY 5408877000 NEW STREET AND FREDERICK STREET STAUNTON VA 24401 David Mowen 5408877370 2011-04-29 2009 2016-02-24 21:20:13Z DAVID MOWEN NEW STREET AND FREDERICK STREET STAUNTON VA 24401 35528382 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. 28 28 1251 0 75493 0 3646729 3096895 29192193 31065051 121195 746533 149618 106473 33109735 35014952 9164156 9399037 0 0 18337916 18860780 0 0 1039046 9236476 9351698 36738548 37611515 -3628813 -2596563 52871750 52316790 18923389 18477449 33948361 33839341 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 9399037 0 0 SCHOLARSHIPS AND FELLOWSHIPS - THE COLLEGE AWARDED APPROXIMATELY 1,484 STUDENTS FINANCIAL AID ASSISTANCE. FINANCIAL AID IS FUNDED BY FEDERAL, STATE, PRIVATE AND INSTITUTIONAL MEANS. 21733536 0 0 INSTRUCTIONAL -VARIOUS PROGRAMS SUCH AS TRADITIONAL DEGREES, CONTINUING EDUCATION, SUMMER PROGRAMS, CONSORTIUMS, AND STUDIES ABROAD TO APPROXIMATELY 2,303 STUDENTS. 0 0 0 31132573 1 1 0 0 0 0 1 0 1 1 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 76 0 1 1251 1 1 1 0 0 0 0 0 0 0 0 0 0 28 28 0 1 0 0 0 0 0 1 1 0 0 1 1 1 1 0 1 1 1 0 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 JANET RUSSELL STEELMAN 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 THOMAS BRYAN BARTON 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 DONALD M WILKINSON III 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 DORIAN A STIEFEL 0 X 0 0 0 NANCY M DUNBAR 0 X 0 0 0 PAMELA FOX 35 X X X 207131 0 19368 DAVID MOWEN 35 X X X 107931 0 19061 BRENDA BRYANT 35 X X 108548 0 13314 EDWARD SCOTT 35.0 X 85525 0 16097 ANGUS MCQUEEN 35 X 84853 0 17345 NANCY KRIPPEL 35 X 82370 0 13805 CATHERINE O'CONNEL 35 X 78152 0 40106 LEWIS ASKEGAARD 35 X 75885 0 12643 CRISTA CABE 35.0 X 74889 0 10918 JAMES HARRINGTON 35 X 103068 0 12536 JOHN WELLS 35 X 101113 0 11332 1109465 0 186525 5 0 1 0 CHARTWELLS PO BOX 91337 CHICAGO IL 60693 FOOD SERVICE 799765 ARAMARK CORP 24818 NETWORK PLACE CHICAGO IL 60673 FACILITIES MANAGEMENT 277528 MID VALLEY PRESS PO BOX 998 VERONA VA 24482 PRINTING 126013 ROYALL AND COMPANY 1920 EAST PARHAM RD RICHMOND VA 23228 CONSULTANT 120318 CARILION MEDICAL GROUP PO BOX 40032 STE 830 ROANOKE VA 24022 HEALTH CENTER 109850 5 0 0 0 0 877992 2218903 67769 3096895 Tuition and Fees 611310 26055797 26055797 Auxilliary Services 611310 5009254 4938313 70941 0 0 0 0 0 31065051 233103 0 0 233103 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1026860 0 513430 0 513430 0 513430 0 0 513430 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 Other Misc Revenue 611310 101921 101921 0 0 Gift Shop Sales 451211 4552 0 4552 0 0 0 0 0 106473 35014952 31096031 75493 746533 0 0 9399037 9399037 0 0 0 0 935764 0 772861 162903 0 0 0 0 14018937 11594749 1971467 452721 884646 632649 205825 46172 1985049 1536659 366635 81755 1036384 789348 199941 47095 262506 262506 0 0 44661 0 44661 0 58562 0 58562 0 0 0 0 0 0 0 0 0 0 0 591148 143454 404120 43574 154753 150570 4183 0 1166075 1095611 59483 10981 0 0 0 0 0 0 0 0 1552368 1419571 132797 0 485751 316606 133797 35348 0 0 0 0 0 0 0 0 646729 620676 26053 0 0 0 0 0 1369858 1235640 134218 0 113677 0 113677 0 Early Retirement 524598 403117 43472 78009 Textbooks for Bookstore 390566 390566 0 0 Postage & Printing 386846 213914 108564 64368 Maint. Contracts 242267 93519 148748 0 Equipment 219680 164163 55517 0 1141653 670218 455315 16120 37611515 31132573 5439896 1039046 0 0 2442678 1929116 4010302 3661523 930751 1129080 0 0 0 0 1270011 1315249 50202 71778 531591 444819 47976777 34079489 14790297 13897288 17206262 18670629 11217541 10763146 0 0 0 422115 434162 52871750 52316790 1120535 1568393 950885 874676 945343 947537 14167438 13787544 0 0 0 0 0 0 1602248 1169180 136940 130119 18923389 18477449 X -2784088 -3328655 6245830 6336656 30486619 30831340 33948361 33839341 52871750 52316790 X 0 1 1 X 1 1 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 X 0 28815910 354600 2900115 1001748 1298252 0 29770625 38169073 488308 -7241471 1025741 1574259 0 28815910 0.0825 0.9175 0 1 0 951028 0 951028 38668235 0 27076562 11591673 0 0 0 0 8357514 0 7002927 1354587 0 0 0 0 13897288 0 0 MONEY MARKET INVESTMENTS 1363584 F REAL & ALTERNATIVE INVESTMENTS 9399562 F 10763146 CSV OF LIFE INSURANCE 430351 INTEREST RECEIVABLE 3811 434162 0 TRUST & ANNUITY OBLIGATIONS 130119 130119 35014952 37611515 -2596563 2512850 0 0 0 -25306 2487544 -109019 28103458 2512850 0 0 -9424344 -6911494 35014952 0 0 0 35014952 28212478 0 0 0 -9399037 -9399037 37611515 0 0 0 37611515 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_P10_S00_L00 Schedule D, Part X NONE 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 SchD_P13_S00_L02d Schedule D, Part XIII, Line 2d STUDENT FINANCIAL AID 1 1 1 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. 1 1 1 1 0 0 0 0 0 0 0 0 1 0 THE SCHOOL RECEIVES FEDERAL WORK STUDY, SEOG, CSAP, AND A DISTRIBUTION FROM THE STATE OF VA FOR THE VWIL PROGRAM. 1 1 STUDENT FINANCIAL AID FOR TUITION, ROOM, AND BOARD 1484 9399037 0 SCHOLARSHIP AMOUNT IS POSTED TO STUDENTS ACCOUNT 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 183131 0 0 0 24000 0 15000 0 19368 0 241499 0 0 0 SchJ_P01_S00_L01a Schedule J, Part I, Line 1a 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 PAMELA FOX RECEIVED $15,000. VIRGINIA SMALL BUSINESS FINANCING AUTHORITY 541300845 928104KC1 2005-12-01 11345000 INDUSTRIAL DEVELOPMENT AUTH (I 0 0 VIRGINIA SMALL BUSINESS FINANCING AUTHORITY 541300845 000000000 2009-10-01 4510000 INDUSTRIAL DEVELOPMENT AUTH 0 0 0 0 0 1 1 0 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 18 67646 COST OR SELLING PRICE X OTHER GIFTS 24 123 OTHER 0 0 1 0 F990_P06_S0A_L03 Form 990, Part VI, Section A, Line 3 THE MANAGEMENT OF THE FACILITIES AND THE FOODSERVICE AREA ARE UNDER THE DIRECT SUPERVISION OF THE SENIOR VP FOR BUSINESS AND FINANCE AND ARE PERFORMED BY A MANAGEMENT COMPANY. F990_P06_S0B_L11 Form 990, Part VI, Section B, Line 11 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 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. SchK_P01_S00_L00f Schedule K, Part I, Column f DESCRIPTION OF PURPOSE: INDUSTRIAL DEVELOPMENT AUTH (IDA) NOTE