BALDWIN WALLACE UNIVERSITY Charity Report

Public IRS 990 nonprofit record

BALDWIN WALLACE UNIVERSITY

EIN 34-0714629 · Education (B430)

What they do

BALDWIN WALLACE UNIVERSITY is AN ACADEMIC COMMUNITY COMMITTED to THE LIBERAL ARTS and SCIENCES AS THE FOUNDATION for LIFELONG LEARNING. THE UNIVERSITY FULFILLS THIS MISSION THROUGH A RIGOROUS ACADEMIC PROGRAM THAT is CHARACTERIZED BY EXCELLENCE IN TEACHING and LEARNING. IT MAINTAINS A CHALLENGING, SUPPORTIVE ENVIRONMENT THAT ENHANCES STUDENTS INTELLECTUAL and SPIRITUAL GROWTH. BALDWIN WALLACE ASSISTS STUDENTS IN THEIR PREPARATION to BECOME CONTRIBUTING, COMPASSIONATE CITIZENS of AN INCREASINGLY GLOBAL SOCIETY and ENCOURAGES THEIR PURSUIT of PERSONAL and PROFESSIONAL EXCELLENCE.

Before you give

Should I give to this charity?

Easy charity check

Look at where the money went

Of every $100 spent, about $85.70 was reported for mission work. Use the spending picture below and ask what results that work produced.

Plain answer: A tax form cannot prove that a charity is doing good. It can show how the charity says it spent its money—and point out questions you should ask.

Basic facts we verified

IRS warning checkNo IRS revocation warning appears in this data.

Money report from 2024The charity has a recent tax report to read.

They explain their jobThe charity tells us what it is trying to do.

They name their leaders57 people are listed in the latest report.

You can reach themThey list contact information, so you can ask questions.

Money made simple

87.45%of revenue went to mission work85.7% of expenses · Program services

1.98%of revenue went to fundraising1.9% of expenses

$102.09spent for every $100 of revenueSpending was higher than revenue this year.

12.66%of revenue went to management and office costs12.4% of expenses

$2.07in assets for every $1 spent this yearSome assets cannot be spent right away.

8.5%of its money came from giftsOther money may come from services or investments.

Ask these three easy questions

Who did you help? Ask for a recent story or report that shows real results.
What will my money do? Ask exactly what your gift will pay for.
Is this really the charity? Give only through its official website or confirmed phone number.

Worth asking: Expenses exceeded revenue by $3,436,076 this year. Ask whether that was planned or caused by a one-time event.

Pay context: The highest compensation shown in this filing is $498,710 for ROBERT C HELMER (PRESIDENT (LEFT 6/24)). Compare pay with organizations of similar size and complexity.

Bottom line: Do not decide from a name, mission statement, or tax status alone. Look at where the money went, then ask what changed, who was helped, and what your gift will do. YouCanGiveBack does not endorse or grade organizations.

Money

Financial picture

Tax year 2024

A plain-language look at the latest Form 990 figures available. These numbers help you ask better questions; they do not, by themselves, rate whether a charity is good or bad.

$100revenue

How each $100 of revenue was used

The large number compares each expense with revenue. The smaller number shows its share of total expenses.

Total reported revenue$164,650,505

Mission workProgram services$143,992,13587.45% of revenue85.7% of expenses

ManagementOffice and general costs$20,842,38812.66% of revenue12.4% of expenses

FundraisingAsking for donations$3,252,0581.98% of revenue1.9% of expenses

Total expenses$168,086,581102.09% of revenue

Expenses were greater than revenue, so the colored ring fills the available $100 and the total above 100% is shown below.

Has the pattern changed?

Colored bars = expense mix: how each year’s expenses were divided. Total expenses vs. revenue shows whether the charity spent less or more than it received. The current filing is first.

YearExpense mixDetails

2024CurrentExpense mix: 85.7% mission · 12.4% management · 1.9% fundraisingTotal expenses: 102.09% of revenue

2023Expense mix: 86.7% mission · 10.8% management · 2.5% fundraisingTotal expenses: 104.91% of revenue

2022Expense mix: 89.2% mission · 9.2% management · 1.6% fundraisingTotal expenses: 111.06% of revenue

2021Expense mix: 89.3% mission · 9.1% management · 1.6% fundraisingTotal expenses: 107.50% of revenue

2020Expense mix: 87.8% mission · 11.0% management · 1.3% fundraisingTotal expenses: 98.74% of revenue

2019Expense mix: 86.9% mission · 11.6% management · 1.4% fundraisingTotal expenses: 98.27% of revenue

2018Expense mix: 89.3% mission · 8.6% management · 2.1% fundraisingTotal expenses: 102.40% of revenue

2017Expense mix: 92.0% mission · 7.0% management · 1.0% fundraisingTotal expenses: 87.93% of revenue

Money in and money out

Revenue$164,650,505

Expenses$168,086,581

Annual shortfall $3,436,076 Expenses were higher than revenue for this filing year.

Reported spending amounts

Mission work means the Form 990 category called program services. These are reported accounting categories—not an independent measurement of results.

Mission work (program services)$143,992,135 · 85.7% of expenses

Management and office costs$20,842,388 · 12.4% of expenses

Fundraising$3,252,058 · 1.9% of expenses

See all reported dollar amounts

Revenue$164,650,505

Expenses$168,086,581

Assets$347,243,370

Income$241,711,486

Contributions$13,962,985

Mission work (program services)$143,992,135

Fundraising$3,252,058

Management and general$20,842,388

Stocks and bonds$108,461,136

Accounting fees$393,053

Investing fees$141,379

People

Leadership and board

Tax year 2024

Names, titles, time, and compensation below are reported by the organization on its Form 990.

People reported as paid

Person and titleCompensation

ROBERT C HELMERPRESIDENT (LEFT 6/24) · 40 hrs/week $498,710Base $446,109 · Other $52,601

ELLEN ZEGARRAVP FOR PHILANTHROPY (LEFT 1/25) · 40 hrs/week $264,659Base $227,268 · Other $37,391

THOMAS SUTTONINTERIM PRESIDENT (6/24-12/24) · 40 hrs/week $261,506Base $199,593 · Other $61,913

GREGORY FLANIKINTERIM PRESIDENT (1/25-6/25) / VP OPERATIONS · 40 hrs/week $252,397Base $215,915 · Other $36,482

SCOTT SCHULZVP FOR ENROLLMENT MNGMT · 40 hrs/week $249,516Base $191,401 · Other $58,115

GREGORY CINGLECHIEF FINANCIAL OFFICER / TREASURER · 40 hrs/week $238,071Base $213,409 · Other $24,662

TIMEKA RASHIDVP FOR STUDENT AFFAIRS (LEFT 12/24) · 40 hrs/week $213,169Base $174,907 · Other $38,262

STEPHEN D STAHLPROVOST (LEFT 9/24) · 40 hrs/week $203,563Base $166,140 · Other $37,423

LORI RADULOVICHPROFESSOR · 40 hrs/week $194,592Base $158,388 · Other $36,204

COLLEEN VISCONTIPROFESSOR · 40 hrs/week $188,139Base $165,731 · Other $22,408

SUSAN KUZNIKPROFESSOR · 40 hrs/week $182,909Base $144,421 · Other $38,488

LORI LONGPROFESSOR · 40 hrs/week $180,742Base $136,684 · Other $44,058

Compensation alone does not tell whether pay is reasonable. Consider the charity’s size, work, location, and results.

See everyone listed on the board or leadership roster (57)

ROBERT C HELMERPRESIDENT (LEFT 6/24)

ELLEN ZEGARRAVP FOR PHILANTHROPY (LEFT 1/25)

THOMAS SUTTONINTERIM PRESIDENT (6/24-12/24)

GREGORY FLANIKINTERIM PRESIDENT (1/25-6/25) / VP OPERATIONS

SCOTT SCHULZVP FOR ENROLLMENT MNGMT

GREGORY CINGLECHIEF FINANCIAL OFFICER / TREASURER

TIMEKA RASHIDVP FOR STUDENT AFFAIRS (LEFT 12/24)

STEPHEN D STAHLPROVOST (LEFT 9/24)

LORI RADULOVICHPROFESSOR

COLLEEN VISCONTIPROFESSOR

SUSAN KUZNIKPROFESSOR

LORI LONGPROFESSOR

SWAGATA BANIKPROFESSOR

LINDA CHASEINTERIM PROVOST (START 1/25)

LENA CRAINASSOC. VP & DEAN OF STUDENTS

MICHELLE MOSCARINOSECRETARY & ADMINISTRATIVE ASSISTANT

PETER REATRUSTEE

ZAREMA JARAMILLOTRUSTEE

NORA MAHONEYTRUSTEE

PAUL G CLARKTRUSTEE

PAUL H CARLETONTRUSTEE

AGNES P DOVERTRUSTEE

WILLIAM B SUMMERS JRTRUSTEE

WADE I MASSADTRUSTEE

TIM COWENTRUSTEE

STANLEY BALLTRUSTEE

PETER V NEFFENGERTRUSTEE

RICHARD DESICHTRUSTEE

SUSAN L ZANETTITRUSTEE

ROBIN C COTTINGHAMTRUSTEE

RON LEONHARDTTRUSTEE

RYAN R CROSSTRUSTEE

SUSAN BIXLERTRUSTEE

FLOYD A TROUTENTRUSTEE

BROOKE SIRAKTRUSTEE

CHARLES E ROTUNOTRUSTEE

CHRISTOPHER M ZITOTRUSTEE

DANIEL C HAGENTRUSTEE

DAVID JENKINSTRUSTEE

DAVID F MARTINTRUSTEE

DEBRA LYONSTRUSTEE

DONALD W BOGUSTRUSTEE

DUANE BISHOPTRUSTEE

EDWARD NAPOLEON JRTRUSTEE

ERIC MCCLELLANDTRUSTEE

MELANIE SHAKARIANINTERIM VP FOR PHILANTHROPY (START 3/25)

GABRIELLE ARYEETEYTRUSTEE

JAMES M DAVIDSONTRUSTEE

JIM TRESSELTRUSTEE

JOE MATUSZEWSKITRUSTEE

JOHN MICKLITSCHTRUSTEE

JOHN W KROPFTRUSTEE

KRIS SMEAGETRUSTEE

LEE THOMASCHAIR

LUTUL D FARROWTRUSTEE

MALISSE SINITOTRUSTEE

MARK H SUMMERSTRUSTEE

About this charity

Recognized since: January 1954
Location: 275 EASTLAND RD, BEREA, OH 44017-2005
County: Cuyahoga
In care of: % SHARON VITAZ
Primary officer: F John Case, Interim Chief Financial Officer

How to reach them

WebsiteVisit the charity’s website Emailinfo@bw.edu Phone(440) 826-8102

Filing and classification

Latest tax year: 2024
Tax period began: July 1, 2024
Return type: 990
Tax preparer: FORVIS MAZARS LLP
NTEE classification: Education (B430)

BALDWIN WALLACE UNIVERSITY

BALDWIN WALLACE UNIVERSITY

What they do

Should I give to this charity?

Basic facts we verified

Money made simple

Ask these three easy questions

Financial picture

How each $100 of revenue was used

Has the pattern changed?

Money in and money out

Reported spending amounts

Leadership and board

People reported as paid

About this charity

How to reach them

Filing and classification

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