2016-05-04T15:38:53-07:00 2015-06-30 540504608 Brown Edwards & Company LLP 1715 Pratt Drive Suite 2700 Blacksubrg VA 24060 990 2014-07-01 540506319 MARY BALDWIN COLLEGE MARY 5408877000 NEW STREET AND FREDERICK STREET STAUNTON VA 24401 David B Mowen Exec VP for Finance & Administratio 5408877000 2016-05-04 1 Mark Woolwine P00647446 5404433606 2016-05-04 2014 2016-08-17 19:52:53Z David B Mowen PO Box 1500 Staunton VA 24402 58378454 0 X www.mbc.edu X 1842 VA Mary Baldwin 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 college, 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 fulfulling, engaged, and meaningful lives. 27 27 976 0 0 0 4134900 4059986 34688054 36949696 776944 4499566 64741 134824 39664639 45644072 11639435 12521414 0 0 19009606 20053313 0 0 1350895 9605911 11705265 40254952 44279992 -590313 1364080 93166078 87881559 29581637 26934975 63584441 60946584 Mary Baldwin 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 college, 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 12521414 12521414 0 SCHOLARSHIPS AND FELLOWSHIPS - THE COLLEGE AWARDED APPROXIMATELY 1,010 STUDENTS FINANCIAL AID ASSISTANCE THROUGH INSTITUTIONAL MEANS. FINANCIAL AID IS FUNDED BY FEDERAL, STATE, PRIVATE AND INSTITUTIONAL MEANS. 24142308 0 37084520 INSTRUCTIONAL - VARIOUS PROGRAM SUCH A TRADITIONAL DEGREES, CONTINUING EDUCATION, SUMMER PROGRAMS, CONSORTIUM AND STUDIES ABROAD TO APPROXIMATELY 1,754 STUDENTS. 0 0 0 36663722 1 1 0 1 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 43 0 1 976 1 0 0 0 0 0 0 0 0 0 0 0 0 X 27 27 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 JANE HARDING MILLER CHAIR OF THE BOARD 0 0 X 0 0 0 M SUE WHITLOCK VICE CHAIR OF THE BOARD 0 0 X 0 0 0 MARIE A WESTBROOK SECRETARY OF THE BOARD 0 0 X 0 0 0 MARIA CERMINARA ACAR TRUSTEE 0 0 X 0 0 0 JEFFREY R ASH TRUSTEE 0 0 X 0 0 0 ANNABEL E BARBER TRUSTEE 0 0 X 0 0 0 THOMAS BYRAN BARTON TRUSTEE 0 0 X 0 0 0 TRACY LOLITA BURKS-HEALY TRUSTEE 0 0 X 0 0 0 MARGARET WREN DE ST AUBIN TRUSTEE 0 0 X 0 0 0 NANCY MAYER DUNBAR TRUSTEE 0 0 X 0 0 0 KELLY HUFFMAN 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 BETSY FREUND TRUSTEE 0 0 X 0 0 0 SUSAN HOBBS TRUSTEE 0 0 X 0 0 0 CHRISTY HOWELL TRUSTEE 0 0 X 0 0 0 ALISON KAUFMANN TRUSTEE 0 0 X 0 0 0 JAMES D LOTT TRUSTEE 0 0 X 0 0 0 GABRIELLE MCCREE TRUSTEE 0 0 X 0 0 0 JOHN A NOLDE JR TRUSTEE 0 0 X 0 0 0 LAUREEN ONG TRUSTEE 0 0 X 0 0 0 SHERRI 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 HOLMES THOMAS TRUSTEE 0 0 X 0 0 0 KELLIE WARNER TRUSTEE 0 0 X 0 0 0 Pamela Fox President 35 0 X 317946 0 135125 David Mowen Exec VP for Finance & Administration 35 0 X 181771 0 33212 Linda Seestedt-Stanford VP for College of Health Sciences 35 0 X 195915 0 5771 Sherri Mylott VP for Institutional Advancement 35 0 X 193765 0 16175 Catharine O'Connell VP for Academic Affairs 35 0 X 163818 0 15393 David Paulk Founding Director of Phys. Assistant Program 35 0 X 126317 0 14732 Lisa Shoaf Founding Director of Doctoral Program in PT 35 0 X 123819 0 9316 Nathan Herz Founding Director of OT Program 35 0 X 113189 0 8868 Steven Mosher Prof Poly Sci & HCA Director 35 0 X 102434 0 8514 1518974 0 247106 5 0 1 0 Kjellstrom & Lee Construction 2815-A N Augusta St Staunton VA 24401 Contruction Services 1886518 Jenzabar PO Box 55018 Boston MA 02205 ERP Implementation, Maint Contr 977479 Chartwells PO Box 91337 Chicago IL 60693 Food Service 919854 Royall & Company 1920 East Parham Rd Richmond VA 23228 Recruitment Services 516131 Aramark 24818 Network Place Chicago IL 60673 Facilities Management 281494 7 0 0 0 0 546958 3513028 415011 4059986 Net Tuition and Fees 611310 31137243 31137243 0 0 Auxilliary Services 611310 5812453 5812453 0 0 0 0 0 0 36949696 554160 0 0 554160 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 16679788 0 12734382 0 3945406 0 3945406 0 0 3945406 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 134824 134824 0 0 134824 45644072 37084520 0 4499566 0 0 12521414 12521414 0 0 0 0 1501222 0 1180757 320465 0 0 0 0 14822394 12376837 1927197 518360 397872 279468 93239 25165 2224736 1656704 457354 110678 1107089 878488 172439 56162 237728 237728 0 0 54459 0 54459 0 69292 0 69292 0 0 0 0 0 0 0 0 0 0 0 1192262 705168 387911 99183 250641 234212 16429 0 643359 509705 107097 26557 0 0 0 0 0 0 0 0 1774202 1531669 242533 0 602602 464633 62980 74989 0 0 0 0 0 0 0 0 749119 693653 55466 0 0 0 0 0 2389901 2178835 211066 0 141198 0 141198 0 FOOD 816435 754136 20014 42285 EQUIPMENT 429929 375117 54812 0 MAINT. CONTRACTS 323966 156452 167514 0 MAINT. AND REPAIR 270680 77709 192971 0 1759492 1031794 650647 77051 44279992 36663722 6265375 1350895 0 0 9733607 4716364 5071698 4481646 954321 801623 0 0 0 0 1332903 1331365 95420 71553 345836 640214 80270448 42371124 37255737 37899324 26994475 26780205 10914718 10752303 0 0 52354 24384 415009 382578 93166078 87881559 3148994 1561816 884514 889780 1805625 1792687 9596572 21608860 0 0 0 0 0 0 14097583 1041098 48349 40734 29581637 26934975 X 15797817 16964623 12523369 8381491 35263255 35600470 63584441 60946584 93166078 87881559 X 1364080 -4001937 0 0 0 0 X 0 1 X 1 1 1 X 4534642 19928206 7610409 4134900 4059986 40268143 0 0 0 0 0 0 0 0 0 0 0 0 4534642 19928206 7610409 4134900 4059986 40268143 21438134 18830009 405553 400059 357083 476090 554160 2192945 0 0 0 0 0 0 78884 81300 80566 64741 134824 440315 42901403 36949696 0.43891 0.4318 X Schedule A, Part II, Line 10 Other income includes alumnae events, parking fines, library fines, room access fines and forfeited tuition deposits. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1 1 0 0 0 1 2026 1 1721 0 0 3747 0 Schedule C, Part II-B, Line 1 Mary Baldwin College is a member of the Council of Independent Colleges in Virgina. The CICV lobbies on behalf of its member institutions on education related issues. In January 2015, Mary Baldwin had a small group of 2 staff and 5 students travel to Richmond to lobby on behalf of the Virginia TAG grant and the Virginia VWIL grant. In addition, 1 staff and 6 students attended the Annual Virginia Physical Therapy Association Day at the Virginia General Assembly to lobby for better patient access to physical therapy services. 0 36656 0 36656 X 0 39378690 579426 669835 771319 978681 0 38877951 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 0.1032 0.8968 0 1 0 0 4149381 4149381 0 58439566 31035737 27403829 0 0 0 0 0 14297011 9833095 4463916 0 3384490 1502292 1882198 37899324 0 0 REAL & ALTERNATIVE INVESTMENT 9616971 F MONEY MARKET FUNDS 1135332 F 10752303 0 Life Income and Annuity Funds 40734 40734 29120721 -3805243 0 0 -12718108 -16523351 45644072 0 0 0 45644072 31758578 0 0 0 -12521414 -12521414 44279992 0 0 0 44279992 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 PRINCIPLE 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 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 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 Student Financial Aid 1010 12521414 0 Amount credited to student's account Schedule I, Part I, Line 2 THE OFFICE OF FINANCIAL AID AWARDS STUDENTS AID BASED ON ENROLLMENT, NEED BASED ON THE 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 0 0 0 0 0 0 0 0 0 Pamela Fox President 291946 0 0 0 26000 0 127257 0 7867 0 453070 0 0 0 David Mowen Exec VP for Finance & Administration 150233 0 0 0 31538 0 22300 0 10912 0 214983 0 0 0 Sherri Mylott VP for Institutional Advancement 165765 0 0 0 28000 0 5250 0 10925 0 209940 0 0 0 Linda Seestedt-Stanford VP for College of Health Sciences 195028 0 0 0 887 0 5296 0 475 0 201686 0 0 0 Catharine O'Connell VP for Academic Affairs 143818 0 0 0 20000 0 4520 0 10873 0 179211 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. THE HOUSING FOR THE VP OF ACADEMIC AFFAIRS AND THE VP FOR INSTITUTIONAL ADVANCEMENT IS A TAXABLE BENEFIT AS THEY ARE NOT REQUIRED TO LIVE ON CAMPUS. Schedule J, Part I, Line 3 REFER TO SCHEDULE 0 FOR FURTHER DETAILS. A Virginia Small Business Financing Auth 541300845 928104KC1 2005-12-01 11345000 Industrial Development Auth (IDA) 0 0 0 B Virginia Small Business Financing Auth 541300845 000000000 2009-10-01 4510000 Industrial Development Auth 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 1 20000 FMV X 29 256392 SELLING PRICE X 1 115000 FMV X Other Donated Items 8 23619 FMV 2 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 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 MARY BALDWIN COLLEGE'S IRS 990 IS AVAILABLE TO THE PUBLIC ON GUIDESTAR. THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS OF THE COLLEGE ARE AVAILABLE UPON REQUEST. EACH REQUEST WILL BE EVALUATED ON AN INDIVIDUAL BASIS FOR MERIT. Form 990, Part XI, Line 9 CHANGE IN THE VALUE OF SPLIT INTEREST AGREEMENTS. MORE TIME WAS NEEDED TO COLLECT DATA AND PREPARE THE RETURN. EXTENSIONS WERE FILED ON TIME AND APPROVED BY THE IRS.