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Nonprofiteer
← MARY BALDWIN UNIVERSITY

Form 990 for tax year 2023

Filed by MARY BALDWIN UNIVERSITY.

Totals

Total revenue
$56,662,332
Total expenses
$66,070,655
Contributions and grants received
$6,140,779
Grants paid
$18,438,864
Program service revenue
$49,367,383
Investment income
$1,061,945
Other revenue
$92,225
Total assets, end of year
$77,940,208
Total liabilities, end of year
$25,187,602
Net assets or fund balances, end of year
$52,752,606
Program services expenses (Part IX)
$55,346,692
Management and general expenses
$9,336,392
Fundraising expenses
$1,387,571
Program service expenses (Part III)
$55,346,692

Program services were 83.8% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • SEAN SIMPLICIO

    CHIEF FINANCIAL OFFICER AND TREASURER

    Total calculated
    $310,225
    From this org
    $299,779
    From related orgs
    $0
    Other
    $10,446
    Hours/week
    35

    Schedule J breakdown matched by us

    Base
    $299,779
    Bonus
    $0
    Other
    $0
    Deferred
    $9,000
    Nontaxable benefits
    $1,446
    Filer's total
    $310,225

  • JEFFREY STEIN

    PRESIDENT

    Total calculated
    $214,743
    From this org
    $200,258
    From related orgs
    $0
    Other
    $14,485
    Hours/week
    35

    Schedule J breakdown matched by us

    Base
    $190,927
    Bonus
    $0
    Other
    $9,331
    Deferred
    $5,910
    Nontaxable benefits
    $8,575
    Filer's total
    $214,743

  • CONSTANCE DIERICKX

    CO-VICE CHAIR

    Total calculated
    $0
    Hours/week
    0

  • ELOISE CHANDLER

    CO-VICE CHAIR

    Total calculated
    $0
    Hours/week
    0

  • GABRIELLE MCCREE

    BOARD CHAIR

    Total calculated
    $0
    Hours/week
    0

  • HAL JOHNSON

    BOARD SECRETARY

    Total calculated
    $0
    Hours/week
    0

  • AMII BARNARD-BAHN

    BOARD TRUSTEE

    Total calculated
    $0
    Hours/week
    0

  • ANDREW SHIPP

    BOARD TRUSTEE

    Total calculated
    $0
    Hours/week
    0

  • CHARLES HEINER

    BOARD TRUSTEE

    Total calculated
    $0
    Hours/week
    0

  • DONNA SMITH

    BOARD TRUSTEE

    Total calculated
    $0
    Hours/week
    0

  • HARVEY WESTBROOK JR

    BOARD TRUSTEE

    Total calculated
    $0
    Hours/week
    0

  • HELEN FORSTER

    BOARD TRUSTEE

    Total calculated
    $0
    Hours/week
    0

  • JANE MILLER

    BOARD TRUSTEE

    Total calculated
    $0
    Hours/week
    0

  • JOHN ROGERS

    BOARD TRUSTEE

    Total calculated
    $0
    Hours/week
    0

  • KAMALA PAYNE

    BOARD TRUSTEE

    Total calculated
    $0
    Hours/week
    0

  • KELLY OKE DOWD

    BOARD TRUSTEE

    Total calculated
    $0
    Hours/week
    0

  • MARGARET WREN DE ST AUBIN

    BOARD TRUSTEE

    Total calculated
    $0
    Hours/week
    0

  • MARIA CERMINARA ACAR

    BOARD TRUSTEE

    Total calculated
    $0
    Hours/week
    0

  • MARK LAROSA

    BOARD TRUSTEE

    Total calculated
    $0
    Hours/week
    0

  • MIKE MATTHEWS

    BOARD TRUSTEE

    Total calculated
    $0
    Hours/week
    0

  • PETER GWALTNEY

    BOARD TRUSTEE

    Total calculated
    $0
    Hours/week
    0

  • RAKI MCGREGOR

    BOARD TRUSTEE

    Total calculated
    $0
    Hours/week
    0

  • SHOLEH EHDAIVAND-KORNEGAY

    BOARD TRUSTEE

    Total calculated
    $0
    Hours/week
    0

  • SUE WHITLOCK

    BOARD TRUSTEE

    Total calculated
    $0
    Hours/week
    0

  • SUSAN PALMER

    BOARD TRUSTEE

    Total calculated
    $0
    Hours/week
    0

  • TIM POWERS

    BOARD TRUSTEE

    Total calculated
    $0
    Hours/week
    0

  • TRIMBLE BAILEY SPITZER

    BOARD TRUSTEE

    Total calculated
    $0
    Hours/week
    0

  • WENDY FOSTER

    BOARD TRUSTEE

    Total calculated
    $0
    Hours/week
    0

  • WILLIAM WEBB

    EVP FOR ACA. AFF./CAO/DEAN, PALMER COLLEGE OF PROF

    Total calculated
    $306,231
    From this org
    $280,621
    From related orgs
    $0
    Other
    $25,610
    Hours/week
    35

    Schedule J breakdown matched by us

    Base
    $280,621
    Bonus
    $0
    Other
    $0
    Deferred
    $8,750
    Nontaxable benefits
    $16,860
    Filer's total
    $306,231

  • PAUL MENZER

    VP & DEAN, GOLD COLLEGE OF ARTS & SCIENCES

    Total calculated
    $220,584
    From this org
    $206,813
    From related orgs
    $0
    Other
    $13,771
    Hours/week
    35

    Schedule J breakdown matched by us

    Base
    $206,813
    Bonus
    $0
    Other
    $0
    Deferred
    $6,225
    Nontaxable benefits
    $7,546
    Filer's total
    $220,584

  • ERNEST JEFFRIES

    VP OF STUDENT ENGAGEMENT

    Total calculated
    $263,963
    From this org
    $247,882
    From related orgs
    $0
    Other
    $16,081
    Hours/week
    35

    Schedule J breakdown matched by us

    Base
    $247,882
    Bonus
    $0
    Other
    $0
    Deferred
    $7,499
    Nontaxable benefits
    $8,582
    Filer's total
    $263,963

  • CHARLES DAVIS

    VP OF INSTITUTIONAL ADVANCEMENT

    Total calculated
    $259,179
    From this org
    $238,208
    From related orgs
    $0
    Other
    $20,971
    Hours/week
    35

    Schedule J breakdown matched by us

    Base
    $238,208
    Bonus
    $0
    Other
    $0
    Deferred
    $7,350
    Nontaxable benefits
    $13,621
    Filer's total
    $259,179

  • MATTHEW MUNSEY

    VP OF ENROLLMENT MANAGEMENT

    Total calculated
    $226,083
    From this org
    $211,131
    From related orgs
    $0
    Other
    $14,952
    Hours/week
    35

    Schedule J breakdown matched by us

    Base
    $211,131
    Bonus
    $0
    Other
    $0
    Deferred
    $6,450
    Nontaxable benefits
    $8,502
    Filer's total
    $226,083

  • EVANGELOS KOBOLAKIS

    AVP OF INFORMATION TECH./CIO

    Total calculated
    $208,152
    From this org
    $201,188
    From related orgs
    $0
    Other
    $6,964
    Hours/week
    35

    Schedule J breakdown matched by us

    Base
    $201,188
    Bonus
    $0
    Other
    $0
    Deferred
    $6,000
    Nontaxable benefits
    $964
    Filer's total
    $208,152

  • SUSAN STEVENS

    SR. ASSOCIATE DEAN-MDCHS

    Total calculated
    $215,582
    From this org
    $199,048
    From related orgs
    $0
    Other
    $16,534
    Hours/week
    35

    Schedule J breakdown matched by us

    Base
    $199,048
    Bonus
    $0
    Other
    $0
    Deferred
    $6,150
    Nontaxable benefits
    $10,384
    Filer's total
    $215,582

  • PAMELA FOX

    FORMER PRESIDENT

    Total calculated
    $429,857
    From this org
    $406,209
    From related orgs
    $0
    Other
    $23,648
    Hours/week
    35

    Schedule J breakdown matched by us

    Base
    $406,209
    Bonus
    $0
    Other
    $0
    Deferred
    $9,900
    Nontaxable benefits
    $13,748
    Filer's total
    $429,857

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, and on a Form 990-PF Part VIII's — 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 · Personal services (maid, chauffeur, chef)
  • 1b · Written policy on the line-1a expenses
  • 2 · Substantiation required before reimbursing expenses

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)

SCHEDULE J, PART I, LINE 1A
THE PRESIDENT OF THE UNIVERSITY IS PROVIDED WITH ON CAMPUS HOUSING AND CLEANING STAFF

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
202521349349304077

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

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