2023-05-12T14:35:36-05:00 2022-06-30 540504608 BROWN EDWARDS & COMPANY LLP 105 ARBOR DR 3RD FLOOR CHRISTIANSBURG VA 24073 990 2021-07-01 540506319 MARY BALDWIN UNIVERSITY MARY 5408877000 NEW STREET AND FREDERICK STREET STAUNTON VA 24401 PAMELA FOX PRESIDENT 5408877000 2023-05-09 1 PAMELA FOX 999009999 MARK WOOLWINE P00647446 5404433606 2023-05-04 3 AAL1 IAL1 2021 2023-04-26 12:10:37Z PAMELA FOX NEW STREET AND FREDERICK STREET STAUNTON VA 24401 83965789 0 X WWW.MARYBALDWIN.EDU X 1842 VA MARY BALDWIN UNIVERSITY 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 UNIVERSITY, 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. 30 29 984 0 0 0 11021774 29240466 52597839 54295404 1992059 -415900 133746 98415 65745418 83218385 20605288 20922705 0 0 22043352 26827571 0 0 1140664 15594555 19173090 58243195 66923366 7502223 16295019 71020083 88755029 20812740 25548290 50207343 63206739 X MARY BALDWIN UNIVERSITY 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 UNIVERSITY, 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 37631697 20922705 SCHOLARSHIPS AND FELLOWSHIPS - THE UNIVESITY AWARDED APPROXIMATELY 1,313 STUDENTS FINANCIAL AID ASSISTANCE THROUGH INSITUTIONAL MEANS. FINANCIAL AID IS FUNDED BY FEDERAL, STATE, PRIVATE AND INSTITUTIONAL MEANS. 17577812 54393819 INSTRUCTIONAL - VARIOUS PROGRAMS SUCH AS TRADITIONAL DEGREES, CONTINUING EDUCATION, SUMMER PROGRAMS, CONSORTIUM AND STUDIES ABROAD TO APPROXIMATELY 1,957 STUDENTS. 55209509 1 1 0 1 0 0 0 1 0 1 1 1 0 0 1 1 1 0 1 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 135 0 1 984 1 0 0 0 0 0 0 0 0 0 0 X 30 29 0 1 0 0 0 0 0 1 0 0 0 1 1 1 1 1 1 1 0 0 X PAMELA FOX 5408877026 PO BOX 1500 STAUNTON VA 24402 PAMELA FOX PRESIDENT 35.00 X X 339978 0 18792 AMII BARNARD-BAHN TRUSTEE 0.00 X 0 0 0 ANDREW SHIPP TRUSTEE 0.00 X 0 0 0 ANNABEL E BARBER TRUSTEE 0.00 X 0 0 0 BETSY FREUND TRUSTEE 0.00 X 0 0 0 BEVERLY BATES TRUSTEE 0.00 X 0 0 0 CHARLES HEINER TRUSTEE 0.00 X 0 0 0 CONSTANCE DIERICKX TRUSTEE 0.00 X 0 0 0 DORIE CLARK TRUSTEE 0.00 X 0 0 0 ELOISE CHANDLER TRUSTEE 0.00 X 0 0 0 GABRIELLE MCCREE CHAIR 0.00 X X 0 0 0 GEORGE PARMAN TRUSTEE 0.00 X 0 0 0 HAL JOHNSON TRUSTEE 0.00 X 0 0 0 HARVEY WESTBROOK JR SECRETARY 0.00 X X 0 0 0 HELEN FORSTER TRUSTEE 0.00 X 0 0 0 JOHN A NOLDE JR TRUSTEE 0.00 X 0 0 0 JOHN ROGERS TRUSTEE 0.00 X 0 0 0 KAREN BAILEY-CHAPMAN VICE-CHAIR 0.00 X X 0 0 0 KATHERINE SMALLWOOD TRUSTEE 0.00 X 0 0 0 LOWELL LEMONS TRUSTEE 0.00 X 0 0 0 MARGARET WREN DE ST AUBIN TRUSTEE 0.00 X 0 0 0 MARIA CERMINARA ACAR TRUSTEE 0.00 X 0 0 0 MARK LAROSA TRUSTEE 0.00 X 0 0 0 PETER GWALTNEY TRUSTEE 0.00 X 0 0 0 RAKI MCGREGOR TRUSTEE 0.00 X 0 0 0 SHER DOWNING TRUSTEE 0.00 X 0 0 0 KAMALA PAYNE TRUSTEE 0.00 X 0 0 0 SUSAN PALMER TRUSTEE 0.00 X 0 0 0 TIMOTHY POWERS TRUSTEE 0.00 X 0 0 0 TRIMBLE BAILEY SPITZER TRUSTEE 0.00 X 0 0 0 SEAN SIMPLICIO CHIEF FINANCIAL OFFICER AND TREASURER 35.00 X 229677 0 0 ERNEST JEFFRIES VP OF STUDENT ENGAGEMENT 35.00 X 226013 0 9516 CHARLES DAVIS VP OF INSTITUTIONAL ADVANCEMENT 35.00 X 218643 0 19752 DEBORAH GREUBEL VP OF MDCHS & CHIEF HEALTH OFFICER 35.00 X 215852 0 0 LISA SHOAF VP & DEAN, MDCHS 35.00 X 178527 0 9516 MATT MUNSEY VP OF ENROLLMENT MANAGEMENT 35.00 X 167643 0 14348 1576333 0 71924 22 0 1 0 CHARTWELLS PO BOX 417632 BOSTON MA 02241 FOOD SERVICE MANAGEMENT 1307773 EAB PO BOX 603519 CHARLOTTE NC 28260 RECRUITMENT SERVICES 1129190 MALIHKA ENTERPRISES LLC 1820 RHIANON LANE HAIRRISONBURG VA 22801 FOOD SERVICES 515843 JENZABAR PO BOX 845588 BOSTON MA 02205 SOFTWARE 321132 MIS INC 31103 RANCHO VIDJO RD SAN JUAN CAPISTRANO CA 92675 MARKETING SERVICES 300447 27 4386899 24853567 6395697 29240466 TUITION AND FEES 611310 47518701 47518701 AUXILIARY SERVICES 611310 6776703 6776703 54295404 331504 331504 747404 -747404 -747404 -747404 OTHER 611310 98415 98415 98415 83218385 54393819 0 -415900 20922705 20922705 569665 399676 169989 21615487 17079506 3895994 639987 571061 571061 2525940 1825777 700163 1545418 1228363 258623 58432 327873 327873 97225 97225 60124 60124 131000 131000 4100538 3356296 741942 2300 547092 128295 418797 808454 692600 37779 78075 2184107 1826816 273011 84280 534867 449350 72340 13177 606652 606652 2449448 2320443 129005 385912 384134 1778 OTHER 2929240 967230 1899852 62158 HEERF 1638750 1638750 FOOD 1308770 1267792 10490 30488 MAINTENANCE CONTRACTS 1063038 1063038 66923366 55209509 10573193 1140664 1570544 6334884 7684772 20128988 1541101 1600322 226283 103355 101638 42413 306660 311891 89000475 56782451 32119468 32218024 18008543 20087149 8847331 7464697 613743 463306 71020083 88755029 2137631 2430749 444402 212828 3425568 3785897 14215327 257690 18932901 332122 185915 20812740 25548290 X 16008757 15429358 34198586 47777381 50207343 63206739 71020083 88755029 X 16295019 -3241730 -53893 X 0 1 X 1 1 1 X 5975166 4141964 3540577 8103737 29240466 51001910 5975166 4141964 3540577 8103737 29240466 51001910 51001910 584060 705629 441030 383979 331504 2446202 179989 151987 99186 133746 98415 663323 54111435 50041440 0.94250 0.88110 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1 0 0 0 0 1 3233 0 0 0 3233 0 PART II-B, LINE 1: THE UNIVSERITY PAYS DUES TO THE CICV. THE CICV ESTIMATES THAT 18.32% OF ITS ANNUAL DUES IN THE 2021/2022 MEMBERSHIP YEAR WAS FOR LOBBYING. 0 34159280 4384206 -3799557 519377 521716 33702836 30808446 1302731 3998103 873035 1076965 34159280 31993779 287117 527550 851562 1148438 30808446 35838180 1093175 156067 1034510 4059133 31993779 0.27968 0.72032 0 0 4149381 4149381 63035840 41835445 21200395 4239185 2485220 1753965 15722451 12067906 3654545 1853618 393880 1459738 32218024 ALTERNATIVE INVESTMENTS 6019660 F REAL ASSETS 26750 F MONEY MARKET FUNDS 1418287 F 7464697 OPERATING LEASE RIGHT-OF-USE LIABILITY 185915 185915 X 58869058 -3241730 -53892 -3295622 62164680 131000 20922705 21053705 83218385 45869662 1 1 45869661 131000 20922705 21053705 66923366 PART III, LINE 1A: 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. PART X, LINE 2: THE COLLEGE IS EXEMPT FROM FEDERAL INCOME TAX UNDER SECTION 501(C)(3) OF THE INTERNAL REVNEUE CODE. THE FEDERAL FORMS 990 OF THE COLLEGE ARE SUBJECT TO EXAMINATION BY THE INTERNAL REVENUE SERVICE, GENERALLY FOR THREE YEARS AFTER THEY ARE FILED. PART XI, LINE 2D - OTHER ADJUSTMENTS: CHANGE IN SPLIT INTEREST AGREEMENTS -53,892. PART XI, LINE 4B - OTHER ADJUSTMENTS: FINACIAL AID 20,922,705. PART XII, LINE 2D - OTHER ADJUSTMENTS: ROUNDING 1. PART XII, LINE 4B - OTHER ADJUSTMENTS: FINANCIAL AID 20,922,705. 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 FINANCIAL AID 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 VIRGINIA FOR THE VWIL PROGRAM. 1 SEOG 267 115604 INSTITUTIONAL FINANCIAL AID 1313 20807101 SCHEDULE I, PART 1, LINE 2 THE OFFICE OF FINANCIAL AID AWARDS STUDENT AID BASED ON ENROLLMENT, NEED BASED ON THE SUBMISSION OF THE FREE APPLICATION FOR FEDERAL STUDENT AID (FASFA) AND THE ABILITY TO MEET CERTAIN DONOR SPECIFIED CRITERIA. X X 1 1 0 0 0 0 0 0 0 0 0 PAMELA FOX PRESIDENT 339978 0 0 0 0 0 0 0 18792 0 358770 0 0 0 CHARLES DAVIS VP OF INSTITUTIONAL ADVANCEMENT 218643 0 0 0 0 0 0 0 19752 0 238395 0 0 0 ERNEST JEFFRIES VP OF STUDENT ENGAGEMENT 226013 0 0 0 0 0 0 0 9516 0 235529 0 0 0 SEAN SIMPLICIO CHIEF FINANCIAL OFFICER AND TREASURE 229677 0 0 0 0 0 0 0 0 0 229677 0 0 0 DEBORAH GREUBEL VP OF MDCHS & CHIEF HEALTH OFFICER 215852 0 0 0 0 0 0 0 0 0 215852 0 0 0 LISA SHOAF VP & DEAN, MDCHS 178527 0 0 0 0 0 0 0 9516 0 188043 0 0 0 MATT MUNSEY VP OF ENROLLMENT MANAGEMENT 167643 0 0 0 0 0 0 0 14348 0 181991 0 0 0 SCHEDULE J, PART 1, LINE 1A THE PRESIDENT OF THE UNIVERSITY IS PROVIDED WITH ON CAMPUS HOUSING AND A CLEANING STAFF. X 5 12004 DONOR VALUE X 1888 DONOR VALUE X 13 6381804 AVG HIGH/LOW X MISCELLANEOUS 1 1 DONOR VALUE 0 1 0 FORM 990, PART VI, SECTION A, LINE 3 THE MANAGEMENT OF THE FOOD SERVICE AREA IS PERFORMED BY A COMPANY THAT SPECIALIZES IN THAT AREA. FORM 990, PART VI, SECTION A, LINE 8B THE EXECUTIVE COMMITTEE IS AUTHORIZED TO ACT ON BEHALF ON THE GOVERNING BODY. MINUTES FOR EXECUTIVE COMMITTEE MEETINGS ARE NOT KEPT. 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 15A 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. FORM 990, PART VI, SECTION C, LINE 18 MARY BALDWIN UNIVERSITY'S IRS FORM 990 IS AVAILABLE TO THE PUBLIC ON GUIDE-STAR. FORM 990, PART VI, SECTION C, LINE 19 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. FORM 990, PART XI, LINE 9: CHANGE IN SPLIT INTEREST AGREEMENTS -53,892. ROUNDING -1.