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Nonprofiteer
← BALDWIN WALLACE UNIVERSITY

Form 990 for tax year 2023

Filed by BALDWIN WALLACE UNIVERSITY.

Totals

Total revenue
$162,872,834
Total expenses
$170,875,376
Contributions and grants received
$13,229,031
Grants paid
$57,345,880
Program services expenses (Part IX)
$148,070,102
Management and general expenses
$18,533,876
Fundraising expenses
$4,271,398
Program service expenses (Part III)
$148,070,102

Program services were 86.7% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • ROBERT C HELMER

    PRESIDENT

    Total calculated
    $513,159
    From this org
    $449,214
    From related orgs
    $0
    Other
    $63,945
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $442,014
    Bonus
    $0
    Other
    $7,200
    Deferred
    $28,194
    Nontaxable benefits
    $35,751
    Filer's total
    $513,159

  • LEE THOMAS

    CHAIR

    Total calculated
    $0
    Hours/week
    5

  • VINCENT K PETRELLA

    VICE CHAIR

    Total calculated
    $0
    Hours/week
    5

  • GABRIELLE ARYEETEY

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • STANLEY BALL

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • DUANE BISHOP

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • SUSAN BIXLER

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • DONALD W BOGUS

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • PAUL H CARLETON

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • PAUL G CLARK

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • PAMELA DUNN CONNOLLY

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • ROBIN C COTTINGHAM

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • TIM COWEN

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • RYAN R CROSS

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • JAMES MILLER DAVIDSON

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • RICHARD DESICH

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • AGNES P DOVER

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • LUTUL D FARROW

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • BANNETT GAINES

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • DANIEL C HAGEN

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • JOHN W HOYT

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • DAVID JENKINS

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • JOHN W KROPF

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • RON LEONHARDT

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • DEBRA LYONS

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • NORA MAHONEY

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • DAVID F MARTIN

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • WADE I MASSAD

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • JOE MATUSZEWSKI

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • JOHN MICKLITSCH

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • EDWARD NAPOLEON JR

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • PETER V NEFFENGER

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • PETER REA

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • CHARLES E ROTUNO

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • MALISSE SINITO

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • BROOKE SIRAK

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • KRIS SMEAGE

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • MARK H SUMMERS

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • WILLIAM B SUMMERS JR

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • JIM TRESSEL

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • FLOYD A TROUTEN

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • SUSAN L ZANETTI

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • CHRISTOPHER M ZITO

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • WILLIAM M RENIFF THRU AUG 2023

    V.P. FOR FINANCE & TREASURER

    Total calculated
    $156,309
    From this org
    $135,462
    From related orgs
    $0
    Other
    $20,847
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $135,462
    Bonus
    $0
    Other
    $0
    Deferred
    $9,755
    Nontaxable benefits
    $11,092
    Filer's total
    $156,309

  • STEPHEN D STAHL

    PROVOST (THRU 12/2023)

    Total calculated
    $252,793
    From this org
    $203,368
    From related orgs
    $0
    Other
    $49,425
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $203,368
    Bonus
    $0
    Other
    $0
    Deferred
    $16,721
    Nontaxable benefits
    $32,704
    Filer's total
    $252,793

  • THOMAS SUTTON

    INTERIM PROVOST (AS OF 01/2024)

    Total calculated
    $172,333
    From this org
    $124,855
    From related orgs
    $0
    Other
    $47,478
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $124,855
    Bonus
    $0
    Other
    $0
    Deferred
    $9,236
    Nontaxable benefits
    $38,242
    Filer's total
    $172,333

  • TIMEKA RASHID

    V.P FOR STUDENT AFFAIRS

    Total calculated
    $215,301
    From this org
    $176,399
    From related orgs
    $0
    Other
    $38,902
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $176,399
    Bonus
    $0
    Other
    $0
    Deferred
    $13,737
    Nontaxable benefits
    $25,165
    Filer's total
    $215,301

  • SCOTT SCHULZ

    V.P. FOR ENROLLMENT MNGMT

    Total calculated
    $253,129
    From this org
    $191,371
    From related orgs
    $0
    Other
    $61,758
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $191,371
    Bonus
    $0
    Other
    $0
    Deferred
    $15,999
    Nontaxable benefits
    $45,759
    Filer's total
    $253,129

  • ELLEN ZEGARRA

    V.P. FOR PHILANTHROPY

    Total calculated
    $245,813
    From this org
    $207,873
    From related orgs
    $0
    Other
    $37,940
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $207,873
    Bonus
    $0
    Other
    $0
    Deferred
    $16,735
    Nontaxable benefits
    $21,205
    Filer's total
    $245,813

  • GREGORY FLANIK

    VP FOR OPERATIONS (AS OF 07/2023)

    Total calculated
    $204,291
    From this org
    $170,577
    From related orgs
    $0
    Other
    $33,714
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $170,577
    Bonus
    $0
    Other
    $0
    Deferred
    $12,351
    Nontaxable benefits
    $21,363
    Filer's total
    $204,291

  • GREGORY M CONGLE

    CFO (AS OF 07/2023)

    Total calculated
    $140,654
    From this org
    $132,202
    From related orgs
    $0
    Other
    $8,452
    Hours/week
    50

  • MICHELLE MOSCARINO

    SECRETARY

    Total calculated
    $0
    Hours/week
    5

  • JARED PENNINGTON

    ASSOCIATE DEAN

    Total calculated
    $213,534
    From this org
    $164,460
    From related orgs
    $0
    Other
    $49,074
    Hours/week
    45

    Schedule J breakdown matched by us

    Base
    $164,460
    Bonus
    $0
    Other
    $0
    Deferred
    $11,428
    Nontaxable benefits
    $37,646
    Filer's total
    $213,534

  • COLLEEN VISCONTI

    PROFESSOR

    Total calculated
    $205,473
    From this org
    $181,840
    From related orgs
    $0
    Other
    $23,633
    Hours/week
    45

    Schedule J breakdown matched by us

    Base
    $181,840
    Bonus
    $0
    Other
    $0
    Deferred
    $10,178
    Nontaxable benefits
    $13,455
    Filer's total
    $205,473

  • CHRISTIAN NASH

    PROFESSOR

    Total calculated
    $210,247
    From this org
    $164,965
    From related orgs
    $0
    Other
    $45,282
    Hours/week
    45

    Schedule J breakdown matched by us

    Base
    $164,965
    Bonus
    $0
    Other
    $0
    Deferred
    $7,634
    Nontaxable benefits
    $37,648
    Filer's total
    $210,247

  • LORI RADULOVICH

    PROFESSOR

    Total calculated
    $198,592
    From this org
    $180,784
    From related orgs
    $0
    Other
    $17,808
    Hours/week
    45

    Schedule J breakdown matched by us

    Base
    $180,784
    Bonus
    $0
    Other
    $0
    Deferred
    $9,730
    Nontaxable benefits
    $8,078
    Filer's total
    $198,592

  • VEN OCHAYA

    PROFESSOR

    Total calculated
    $182,846
    From this org
    $176,186
    From related orgs
    $0
    Other
    $6,660
    Hours/week
    45

    Schedule J breakdown matched by us

    Base
    $176,186
    Bonus
    $0
    Other
    $0
    Deferred
    $6,660
    Nontaxable benefits
    $0
    Filer's total
    $182,846

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

  • 1a · Housing allowance or residence for personal use
  • 1a · Health or social club dues or initiation fees
  • 1b · Written policy on the line-1a expenses
  • 2 · Substantiation required before reimbursing expenses
  • 3 · Compensation committee
  • 3 · Compensation survey or study
  • 3 · Approval by the board or compensation committee

Answered no

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

The filer's explanations (Part III)

PART I, LINE 1A
HOUSING ALLOWANCE OR RESIDENCE FOR PERSONAL USE THE PRESIDENT AND HIS WIFE LIVE IN A UNIVERSITY HOUSE LOCATED ON CAMPUS. THEY USE THE HOUSE FOR UNIVERSITY MEETINGS, RECEPTIONS, AND OTHER RELATED FUNCTIONS. UNIVERSITY CUSTODIANS CLEAN THE FIRST FLOOR COMMON ROOMS BUT NOT THE FAMILY PRIVATE ROOMS. HEALTH OR SOCIAL CLUB DUES THE PRESIDENT HAS A MEMBERSHIP TO THE UNION CLUB OF CLEVELAND THAT IS USED PRINCIPALLY FOR BUSINESS PURPOSES. THE CHIEF FINANCIAL OFFICER REVIEWS ALL UNION CLUB INVOICES FOR BUSINESS PURPOSE.

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

No itemized grants to organizations on this return.

Provenance

Return type
form_990
Tax year
2023
Filed
13 May 2025
IRS schema version
2023v6.0
Source object
202511339349308821

Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.

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