2013-05-08T14:09:32-07:00 2012-06-30 990 2011-07-01 540506319 MARY BALDWIN COLLEGE MARY 5408877000 NEW STREET AND FREDERICK STREET STAUNTON VA 24401 David Mowen 5408877370 2012-11-01 2011 2016-02-25 16:41:14Z David B Mowen NEW ST AND FREDERICK ST STAUNTON VA 24401 64493374 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. 27 27 1102 0 0 0 4534643 19928206 32219609 34357877 561905 625835 78884 81300 37395041 54993218 9652823 10538085 0 0 17314519 18581391 0 0 1259713 8885349 9573873 35852691 38693349 1542350 16299869 56774122 71316944 17179272 16576010 39594850 54740934 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 10538085 10538085 0 SCHOLARSHIPS AND FELLOWSHIPS - THE COLLEGE AWARDED APPROXIMATELY 1,434 STUDENTS FINANCIAL AID ASSISTANCE. FINANCIAL AID IS FUNDED BY FEDERAL, STATE, PRIVATE AND INSTITUTIONAL MEANS. 21775274 0 34439177 INSTRUCTIONAL - VARIOUS PROGRAMS SUCH AS TRADITIONAL DEGREES, CONTINUING EDUCATION, SUMMER PROGRAMS, CONSORTIUM AND STUDIES ABROAD TO APPROXIMATELY 2,300 STUDENTS. 0 0 0 32313359 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 56 0 1 1102 1 0 0 0 0 0 0 0 0 0 1 1 0 X 27 27 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 BERTIE DEMING HEINER 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 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 PAMELA FOX 35 X 225202 0 12432 DAVID MOWEN 35 X 159366 0 15035 DAVID ATCHLEY 35 X 161019 0 14324 CATHARINE O'CONNEL 35 X 158482 0 15025 Catherine McPherson 35 X 113900 0 3202 BRENDA BRYANT 35 X 108217 0 8309 926186 0 68327 6 0 1 0 KJellstrom & Lee Construction 2815-A N Augusta St Staunton VA 24401 Construction contractor 2106725 CHARTWELLS PO BOX 91337 CHICAGO IL 60693 FOOD SERVICE 815677 ROYALL AND COMPANY 1920 EAST PARHAM RD RICHMOND VA 23228 RECRUITMENT SERVICES 537291 ARAMARK CORP 24818 NETWORK PLACE CHICAGO IL 60673 FACILITIES MANAGEMENT 277528 Augusta Health PO Box 1000 Fishersville VA 22939 Student Health Care 113896 6 0 0 0 0 2135758 17792448 5938176 19928206 Net Tuition and Fees 611310 28803485 28803485 0 0 Auxiliary Services 611310 5554392 5554392 0 0 0 0 0 0 34357877 400059 0 0 400059 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 9725932 0 9500156 0 225776 0 225776 0 0 225776 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 81300 81300 0 0 81300 54993218 34439177 0 625835 0 0 10538085 10538085 0 0 0 0 1071390 0 819744 251646 0 0 0 0 14138057 11827854 1714741 595462 344385 242937 76035 25413 1984002 1579299 306661 98042 1043557 845901 139218 58438 228085 228085 0 0 55044 21645 33399 0 71194 0 71194 0 0 0 0 0 0 0 0 0 0 0 912442 820941 73154 18347 110634 100974 9660 0 635964 537587 75087 23290 0 0 0 0 0 0 0 0 1514317 1307310 207007 0 701624 444599 153149 103876 0 0 0 0 572970 548878 24092 0 0 0 0 0 1386325 1248692 137633 0 127723 0 127723 0 FOOD 721549 664920 56629 0 POSTAGE AND PRINTING 372393 203887 108018 60488 BOOKSTORE 306148 306148 0 0 MAINT. CONTRACTS 291109 111130 179979 0 1566352 734487 807154 24711 38693349 32313359 5120277 1259713 0 0 3067618 5918773 4349767 11024158 952774 1029333 0 0 0 0 1316824 1332764 84780 98295 550920 617664 54787835 36082084 13451635 18705751 20794539 21089901 11784942 11049622 0 0 0 35665 420323 415018 56774122 71316944 1257306 1541110 910625 896119 1003547 1534592 12841860 11476796 0 0 0 0 0 0 1071901 1044821 94033 82572 17179272 16576010 X 72873 5500511 7534248 15979667 31987729 33260756 39594850 54740934 56774122 71316944 X 16299869 -1153785 X 0 1 1 X 1 1 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 X 0 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 0.99 0.01 1 0 0 3991381 3991381 0 40166367 27637711 12528656 0 0 0 0 0 8599398 7083279 1516119 0 2030689 1361094 669595 18705751 0 0 REAL & ALTERNATIVE INVESTMENTS 10211117 F MONEY MARKET FUNDS 838505 F 11049622 0 TRUST AND ANNUITY OBLIGATIONS 82572 82572 54993218 38693349 16299869 -1159764 0 0 0 5979 -1153785 15146084 43301348 -1159764 0 0 -10532106 -11691870 54993218 0 0 0 54993218 28155264 0 0 0 -10538085 -10538085 38693349 0 0 0 38693349 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 THE CHANGE IN THE VALUE OF SPLIT INTEREST AGREEMENTS. SchD_P13_S00_L02d Schedule D, Part XIII, 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 1434 10538085 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 X 1 1 X X X 0 1 0 0 0 0 0 0 0 PAMELA FOX 185202 0 0 0 40000 0 7215 0 5217 0 237634 0 0 DAVID ATCHLEY 139719 0 0 0 21300 0 5191 0 9133 0 175343 0 0 DAVID MOWEN 139366 0 0 0 20000 0 5100 0 9935 0 174401 0 0 0 CATHARINE O'CONNEL 137482 0 0 0 21000 0 5103 0 9922 0 173507 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 The President of the College has a 457B Plan. 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 0 0 11345000 0 0 0 222415 0 0 0 0 0 2005 1 0 1 1 0 0 3386000 0 0 30845 0 0 0 0 0 2012 1 0 1 1 1 0 0 0 0 1 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 X 22 5938173 Cost or Selling price X Other Gifts in Kind 3 3 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 PRESIDENTS 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. F990_P11_S00_L05 Form 990, Part XI, Line 5 UNREALIZED LOSS ON INVESTMENTS AND THE CHANGE IN VALUE OF SPLIT INTEREST AGREEMENTS.