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Nonprofit · EIN 34-0714629

BALDWIN WALLACE UNIVERSITY

Tax-exempt · BEREA, OH 44017

Financials

$147M$163.2M2022$162.9M$170.9M2023$164.7M$168.1M2024
Revenue Expenses · by fiscal year end
Financials of BALDWIN WALLACE UNIVERSITY by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
June 30, 2025990$164,650,505$168,086,581-$3,436,076$347,243,370$40,705,999$306,537,371
June 30, 2024990$162,872,834$170,875,376-$8,002,542$354,112,679$55,082,842$299,029,837
June 30, 2023990$146,968,314$163,225,470-$16,257,156$365,225,940$58,105,978$307,119,962
Financial details: 990 for the year ended June 30, 2025

Revenue

Contributions, gifts and grants
$13,962,985
of which government grants
$2,438,653
Program service revenue
$129,652,362
Investment income
$14,083,257
Net rental income
$69,122
Net gain from sales of assets
$9,830,223
Net income from sales of inventory
$6,506,140
Other revenue
$6,951,901

Expenses

Grants and similar amounts paid
$62,670,032
Compensation of officers, directors and key employees
$1,957,290
Other salaries and wages
$44,071,760
Salaries, compensation and benefits (total)
$61,932,456
Professional fundraising fees
$0
Legal fees
$478,258
Accounting fees
$393,053
Occupancy
$6,224,923
Travel
$2,226,996
Depreciation
$10,890,032
Program services (functional)
$143,992,135
Management and general (functional)
$20,842,388
Fundraising (functional)
$3,252,058

Balance sheet and other

Total assets, start of year
$354,112,679
Total assets, end of year
$347,243,370
Total liabilities, end of year
$40,705,999
Net assets, end of year
$306,537,371
Land, buildings and equipment
$149,720,899
Publicly traded securities
$108,461,136
Net assets without donor restrictions
$85,141,494
Net assets with donor restrictions
$221,395,877
Gross unrelated business income
$99,664
Gross receipts
$241,711,486
Employees
2,416
Volunteers
100
Year formed
1842
State of legal domicile
OH

From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.

Officers, directors and key employees

As listed on the 990 for the year ended June 30, 2025, highest compensation first.

NameTitleHours / weekCompensationOther / benefits
Robert C HelmerPresident (left 6/24)
Former
40$446,109$52,601
Ellen ZegarraVP for philanthropy (left 1/25)
Officer
40$227,268$37,391
Thomas SuttonInterim President (6/24-12/24)
Trustee or director, Officer
40$199,593$61,913
Gregory FlanikInterim President (1/25-6/25) / VP OPERATIONS
Trustee or director, Officer
40$215,915$36,482
Scott SchulzVP for enrollment mngmt
Officer
40$191,401$58,115
Gregory CingleChief financial officer / TREASURER
Officer
40$213,409$24,662
Timeka RashidVP for student affairs (left 12/24)
Officer
40$174,907$38,262
Stephen D StahlProvost (left 9/24)
Officer
40$166,140$37,423
Lori RadulovichProfessor
Highest-paid employee
40$158,388$36,204
Colleen ViscontiProfessor
Highest-paid employee
40$165,731$22,408
Susan KuznikProfessor
Highest-paid employee
40$144,421$38,488
Lori LongProfessor
Highest-paid employee
40$136,684$44,058
Swagata BanikProfessor
Highest-paid employee
40$157,597$22,784
Linda ChaseInterim provost (start 1/25)
Officer
40$122,876$20,379
Lena CrainAssoc. VP & Dean of Students
Officer
40$129,862$7,200
42 more people on this return
NameTitleHours / weekCompensationOther / benefits
Michelle MoscarinoSecretary & Administrative assistant
Officer
40$39,272$21,301
Lee ThomasChair
Trustee or director, Officer
5$0$0
AGNES P DOVERTRUSTEE
Trustee or director
1$0$0
BROOKE SIRAKTRUSTEE
Trustee or director
1$0$0
CHARLES E ROTUNOTRUSTEE
Trustee or director
1$0$0
CHRISTOPHER M ZITOTRUSTEE
Trustee or director
1$0$0
DANIEL C HAGENTRUSTEE
Trustee or director
1$0$0
DAVID F MARTINTRUSTEE
Trustee or director
1$0$0
DAVID JENKINSTRUSTEE
Trustee or director
1$0$0
DEBRA LYONSTRUSTEE
Trustee or director
1$0$0
DONALD W BOGUSTRUSTEE
Trustee or director
1$0$0
DUANE BISHOPTRUSTEE
Trustee or director
1$0$0
EDWARD NAPOLEON JRTRUSTEE
Trustee or director
1$0$0
ERIC McCLELLANDTRUSTEE
Trustee or director
1$0$0
FLOYD A TROUTENTRUSTEE
Trustee or director
1$0$0
GABRIELLE ARYEETEYTRUSTEE
Trustee or director
1$0$0
JAMES M DAVIDSONTRUSTEE
Trustee or director
1$0$0
JIM TRESSELTRUSTEE
Trustee or director
1$0$0
JOE MATUSZEWSKITRUSTEE
Trustee or director
1$0$0
JOHN MICKLITSCHTRUSTEE
Trustee or director
1$0$0
JOHN W KROPfTRUSTEE
Trustee or director
1$0$0
KRIS SMEAGETRUSTEE
Trustee or director
1$0$0
LUTUL D FARROWTRUSTEE
Trustee or director
1$0$0
MALISSE SINITOTRUSTEE
Trustee or director
1$0$0
MARK H SUMMERSTRUSTEE
Trustee or director
1$0$0
NORA MAHONEYTRUSTEE
Trustee or director
1$0$0
PAUL G CLARKTRUSTEE
Trustee or director
1$0$0
PAUL H CARLETONTRUSTEE
Trustee or director
1$0$0
PETER REATRUSTEE
Trustee or director
1$0$0
PETER V NEFFENGERTRUSTEE
Trustee or director
1$0$0
RICHARD DESICHTRUSTEE
Trustee or director
1$0$0
ROBIN C COTTINGHAMTRUSTEE
Trustee or director
1$0$0
RON LEONHARDTTRUSTEE
Trustee or director
1$0$0
RYAN R CROSSTRUSTEE
Trustee or director
1$0$0
STANLEY BALLTRUSTEE
Trustee or director
1$0$0
SUSAN BIXLERTRUSTEE
Trustee or director
1$0$0
SUSAN L ZANETTITRUSTEE
Trustee or director
1$0$0
TIM COWENTRUSTEE
Trustee or director
1$0$0
WADE I MASSADTRUSTEE
Trustee or director
1$0$0
WILLIAM B SUMMERS JRTRUSTEE
Trustee or director
1$0$0
ZAREMA JARAMILLOTRUSTEE
Trustee or director
1$0$0
Melanie ShakarianInterim VP for philanthropy (start 3/25)
Officer
40$0$0
990 for the year ended June 30, 2024: 57 people
NameTitleHours / weekCompensationOther / benefits
ROBERT C HELMERPRESIDENT
Trustee or director, Officer
50$449,214$63,945
SCOTT SCHULZV.P. FOR ENROLLMENT MNGMT
Officer
50$191,371$61,758
STEPHEN D STAHLPROVOST (THRU 12/2023)
Officer
50$203,368$49,425
ELLEN ZEGARRAV.P. FOR PHILANTHROPY
Officer
50$207,873$37,940
TIMEKA RASHIDV.P FOR STUDENT AFFAIRS
Officer
50$176,399$38,902
JARED PENNINGTONASSOCIATE DEAN
Highest-paid employee
45$164,460$49,074
CHRISTIAN NASHPROFESSOR
Highest-paid employee
45$164,965$45,282
COLLEEN VISCONTIPROFESSOR
Highest-paid employee
45$181,840$23,633
GREGORY FLANIKVP FOR OPERATIONS (AS OF 07/2023)
Officer
50$170,577$33,714
LORI RADULOVICHPROFESSOR
Highest-paid employee
45$180,784$17,808
VEN OCHAYAPROFESSOR
Highest-paid employee
45$176,186$6,660
THOMAS SUTTONINTERIM PROVOST (AS OF 01/2024)
Officer
50$124,855$47,478
WILLIAM M RENIFF THRU AUG 2023V.P. FOR FINANCE & TREASURER
Trustee or director, Officer
50$135,462$20,847
GREGORY M CONGLECFO (AS OF 07/2023)
Officer
50$132,202$8,452
LEE THOMASCHAIR
Trustee or director, Officer
5$0$0
VINCENT K PETRELLAVICE CHAIR
Trustee or director, Officer
5$0$0
GABRIELLE ARYEETEYTRUSTEE
Trustee or director
2$0$0
STANLEY BALLTRUSTEE
Trustee or director
2$0$0
DUANE BISHOPTRUSTEE
Trustee or director
2$0$0
SUSAN BIXLERTRUSTEE
Trustee or director
2$0$0
DONALD W BOGUSTRUSTEE
Trustee or director
2$0$0
PAUL H CARLETONTRUSTEE
Trustee or director
2$0$0
PAUL G CLARKTRUSTEE
Trustee or director
2$0$0
PAMELA DUNN CONNOLLYTRUSTEE
Trustee or director
2$0$0
ROBIN C COTTINGHAMTRUSTEE
Trustee or director
2$0$0
TIM COWENTRUSTEE
Trustee or director
2$0$0
RYAN R CROSSTRUSTEE
Trustee or director
2$0$0
JAMES MILLER DAVIDSONTRUSTEE
Trustee or director
2$0$0
RICHARD DESICHTRUSTEE
Trustee or director
2$0$0
AGNES P DOVERTRUSTEE
Trustee or director
2$0$0
LUTUL D FARROWTRUSTEE
Trustee or director
2$0$0
BANNETT GAINESTRUSTEE
Trustee or director
2$0$0
DANIEL C HAGENTRUSTEE
Trustee or director
2$0$0
JOHN W HOYTTRUSTEE
Trustee or director
2$0$0
DAVID JENKINSTRUSTEE
Trustee or director
2$0$0
JOHN W KROPFTRUSTEE
Trustee or director
2$0$0
RON LEONHARDTTRUSTEE
Trustee or director
2$0$0
DEBRA LYONSTRUSTEE
Trustee or director
2$0$0
NORA MAHONEYTRUSTEE
Trustee or director
2$0$0
DAVID F MARTINTRUSTEE
Trustee or director
2$0$0
WADE I MASSADTRUSTEE
Trustee or director
2$0$0
JOE MATUSZEWSKITRUSTEE
Trustee or director
2$0$0
JOHN MICKLITSCHTRUSTEE
Trustee or director
2$0$0
EDWARD NAPOLEON JRTRUSTEE
Trustee or director
2$0$0
PETER V NEFFENGERTRUSTEE
Trustee or director
2$0$0
PETER REATRUSTEE
Trustee or director
2$0$0
CHARLES E ROTUNOTRUSTEE
Trustee or director
2$0$0
MALISSE SINITOTRUSTEE
Trustee or director
2$0$0
BROOKE SIRAKTRUSTEE
Trustee or director
2$0$0
KRIS SMEAGETRUSTEE
Trustee or director
2$0$0
MARK H SUMMERSTRUSTEE
Trustee or director
2$0$0
WILLIAM B SUMMERS JRTRUSTEE
Trustee or director
2$0$0
JIM TRESSELTRUSTEE
Trustee or director
2$0$0
FLOYD A TROUTENTRUSTEE
Trustee or director
2$0$0
SUSAN L ZANETTITRUSTEE
Trustee or director
2$0$0
CHRISTOPHER M ZITOTRUSTEE
Trustee or director
2$0$0
MICHELLE MOSCARINOSECRETARY
Officer
5$0$0
990 for the year ended June 30, 2023: 52 people
NameTitleHours / weekCompensationOther / benefits
ROBERT C HELMERPRESIDENT
Trustee or director, Officer
50$447,636$75,894
STEPHEN D STAHLPROVOST
Officer
50$196,942$53,663
TIMEKA RASHIDV.P FOR STUDENT AFFAIRS
Officer
50$189,072$42,388
WILLIAM M RENIFFV.P. FOR FINANCE & TREASURER
Trustee or director, Officer
50$191,508$32,452
SCOTT SCHULZV.P. FOR ENROLLMENT MNGMT
Officer
50$204,271$12,111
ELLEN ZEGARRA - ASST VPVPFOR PHILANTHROPY (AS OF 10/2022)
Officer
50$181,887$33,938
JARED PENNINGTONASSOCIATE DEAN
Highest-paid employee
45$164,742$50,094
PATRICK J DUNLAVYV.P. FOR PHILANTHROPY (THRU 05/2022)
Officer
50$199,450$11,895
COLLEEN VISCONTIPROFESSOR
Highest-paid employee
45$179,342$25,740
CHRISTIAN NASHPROFESSOR
Highest-paid employee
45$148,529$47,594
SUSAN KUZNIKDEAN
Highest-paid employee
45$140,671$52,642
VICTORIA BUSSERTPROFESSOR
Highest-paid employee
45$150,687$24,330
LEE THOMASCHAIR
Trustee or director, Officer
5$0$0
VINCENT K PETRELLAVICE CHAIR
Trustee or director, Officer
5$0$0
MICHELLE MOSCARINOSECRETARY
Trustee or director, Officer
5$0$0
GABRIELLE ARYEETEYTRUSTEE
Trustee or director
2$0$0
STANLEY BALLTRUSTEE
Trustee or director
2$0$0
DUANE BISHOPTRUSTEE
Trustee or director
2$0$0
SUSAN BIXLERTRUSTEE
Trustee or director
2$0$0
DONALD W BOGUSTRUSTEE
Trustee or director
2$0$0
PAUL H CARLETONTRUSTEE
Trustee or director
2$0$0
PAUL G CLARKTRUSTEE
Trustee or director
2$0$0
PAMELA DUNN CONNOLLYTRUSTEE
Trustee or director
2$0$0
ROBIN C COTTINGHAMTRUSTEE
Trustee or director
2$0$0
TIM COWENTRUSTEE
Trustee or director
2$0$0
RYAN R CROSSTRUSTEE
Trustee or director
2$0$0
JAMES MILLER DAVIDSONTRUSTEE
Trustee or director
2$0$0
RICHARD DESICHTRUSTEE
Trustee or director
2$0$0
AGNES P DOVERTRUSTEE
Trustee or director
2$0$0
LUTUL D FARROWTRUSTEE
Trustee or director
2$0$0
BANNETT GAINESTRUSTEE
Trustee or director
2$0$0
DANIEL C HAGENTRUSTEE
Trustee or director
2$0$0
JOHN W HOYTTRUSTEE
Trustee or director
2$0$0
DAVID JENKINSTRUSTEE
Trustee or director
2$0$0
JOHN W KROPFTRUSTEE
Trustee or director
2$0$0
DEBRA LYONSTRUSTEE
Trustee or director
2$0$0
NORA MAHONEYTRUSTEE
Trustee or director
2$0$0
DAVID F MARTINTRUSTEE
Trustee or director
2$0$0
WADE I MASSADTRUSTEE
Trustee or director
2$0$0
JOE MATUSZEWSKITRUSTEE
Trustee or director
2$0$0
JOHN MICKLITSCHTRUSTEE
Trustee or director
2$0$0
EDWARD NAPOLEON JRTRUSTEE
Trustee or director
2$0$0
PETER V NEFFENGERTRUSTEE
Trustee or director
2$0$0
CHARLES E ROTUNOTRUSTEE
Trustee or director
2$0$0
MALISSE SINITOTRUSTEE
Trustee or director
2$0$0
BROOKE SIRAKTRUSTEE
Trustee or director
2$0$0
KRIS SMEAGETRUSTEE
Trustee or director
2$0$0
MARK H SUMMERSTRUSTEE
Trustee or director
2$0$0
WILLIAM B SUMMERS JRTRUSTEE
Trustee or director
2$0$0
FLOYD A TROUTENTRUSTEE
Trustee or director
2$0$0
SUSAN L ZANETTITRUSTEE
Trustee or director
2$0$0
CHRISTOPHER M ZITOTRUSTEE
Trustee or director
2$0$0

Address and contacts

Address (IRS master file)
275 EASTLAND RD, BEREA, OH 44017-2005
In care of
% SHARON VITAZ
Principal officer (990 for 2024)
Lee Fisher, 275 EASTLAND ROAD, BEREA, OH 440172088
Signed the 990
F John Case, Interim Chief Financial Officer
Phone
(440) 826-8102
Website
WWW.BW.EDU
Return prepared by
Forvis Mazars LLP

Mission

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.

990 for the year ended June 30, 2025

Program accomplishments

  • MERIT SCHOLARSHIPS AND NEED-BASED FINANCIAL AID GRANTS TO STUDENTS ACTIVELY ENROLLED IN THE UNIVERSITY.
    Expenses $62,670,032 · grants $62,670,032
  • EDUCATION OF 2,770 FULL-TIME UNDERGRADUATE STUDENTS, 1103 PART-TIME UNDERGRADUATES, AND 445 GRADUATE STUDENTS, PLUS CERTIFICATE PROGRAMS AND FACULTY SCHOLARLY RESEARCH. UNDERGRADUATE DEGREES OFFERED ARE THE BACHELOR OF ARTS, BACHELOR OF FINE ARTS, BACHELOR OF SCIENCE, BACHELOR OF SCIENCE IN EDUCATION, BACHELOR OF MUSIC, BACHELOR OF MUSIC EDUCATION, AND BACHELOR OF SCIENCE IN NURSING. THE GRADUATE PROGRAMS LEAD TO THE DEGREES OF MASTER OF ACCOUNTANCY, MASTER OF ARTS IN EDUCATION, MASTER OF BUSINESS ADMINISTRATION, MASTER OF MEDICAL SCIENCE (PHYSICIAN ASSISTANT), MASTER OF PUBLIC HEALTH, AND MASTER OF SCIENCE (SPEECH LANGUAGE PATHOLOGY AND EXERCISE PHYSIOLOGY).
    Expenses $61,471,028 · revenue $120,407,561
  • AUXILIARY SERVICES AND ACTIVITIES FOR STUDENTS, INCLUDING RESIDENCE HALLS HOUSING 1,377 FULL-TIME STUDENTS, DINING HALLS, BOOKSTORE, ATHLETICS, STUDENT UNION, RECREATION CENTER, AND HEALTH CENTER.
    Expenses $19,851,075 · revenue $15,662,574

What it must file and when

IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025June 30, 2026November 16, 2026Not due yet
2024June 30, 2025November 17, 2025990 on file
2023June 30, 2024November 15, 2024990 on file

IRS record

EIN
34-0714629
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
School
Donations deductible (Pub 78)
Public charity, 50% deduction limit
Exempt since
1954
Accounting year ends
June
Files
Form 990 or 990-EZ
Category (NTEE)
Education (B430)
Assets (IRS master file)
$347,243,370
Income (IRS master file)
$241,711,486

Filing history

FormYear endedRevenueExpensesAssetsReturn
990June 2025$164,650,505$168,086,581$347,243,370IRS
990-TJune 2025–––IRS
990June 2024$162,872,834$170,875,376$354,112,679IRS
990-TJune 2024–––IRS
990June 2023$146,968,314$163,225,470$365,225,940IRS
990-TJune 2023–––IRS
990June 2022$145,989,109$156,931,453$365,601,869IRS
990-TJune 2022–––IRS
990June 2021–––IRS
990-TJune 2021–––IRS
990June 2020–––IRS
990June 2019–––IRS
990June 2018–––IRS

990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 34-0714629).

Questions about BALDWIN WALLACE UNIVERSITY

What is the EIN of BALDWIN WALLACE UNIVERSITY?
The employer identification number (EIN) of BALDWIN WALLACE UNIVERSITY is 34-0714629.
Is BALDWIN WALLACE UNIVERSITY tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1954.
Are donations to BALDWIN WALLACE UNIVERSITY tax-deductible?
Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
Which annual return does BALDWIN WALLACE UNIVERSITY file?
Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
When is the next return of BALDWIN WALLACE UNIVERSITY due?
The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did BALDWIN WALLACE UNIVERSITY last file with the IRS?
The latest return in the IRS public files is the 990 for the year ended June 2025.
Who is the principal officer of BALDWIN WALLACE UNIVERSITY?
The 990 for the year ended June 30, 2025 names Lee Fisher.
Who are the officers and directors of BALDWIN WALLACE UNIVERSITY?
The 990 for the year ended June 30, 2025 lists 57 people; 16 received compensation from the organization, the highest $446,109 (Robert C Helmer, President (left 6/24)).
How much revenue does BALDWIN WALLACE UNIVERSITY have?
On its 990 for the year ended June 30, 2025 it reported revenue of $164,650,505, expenses of $168,086,581 and total assets of $347,243,370 at year end.

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