2024-04-15T11:40:27-05:00 2023-05-31 631035228 JACKSON THORNTON & CO PC PO BOX 96 MONTGOMERY AL 361010096 990 2022-06-01 630288841 HUNTINGDON COLLEGE HUNT 3348334403 1500 EAST FAIRVIEW AVENUE MONTGOMERY AL 36106 JAY DORMAN TREASURER 3348334403 2024-04-14 1 JAY DORMAN 999009999 1 CHRISTINE K COOK P00537690 3348347660 2024-04-11 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z JOHN CAMERON WEST 1500 EAST FAIRVIEW AVENUE MONTGOMERY AL 36106 50156655 0 X WWW.HUNTINGDON.EDU X 1854 AL HUNTINGDON COLLEGE, THROUGH THE USE OF TRADITIONAL AND NON-TRADITIONAL TEACHING AND LEARNING ENVIRONMENTS, PROVIDES A FOUNDATIONAL EDUCATION IN THE LIBERAL ARTS DISCIPLINES AND PROFESSIONAL ACADEMIC STUDIES ACROSS MULTIPLE DEGREE LEVELS FOR STUDENTS FROM DIVERSE BACKGROUNDS. 46 46 381 210 0 0 5967271 5184376 28306291 28260625 421649 2643404 343965 415085 35039176 36503490 11939631 10559859 0 0 13096426 12984609 0 0 667601 10198130 11440269 35234187 34984737 -195011 1518753 93441263 90689998 24374132 23654335 69067131 67035663 HUNTINGDON COLLEGE, THROUGH THE USE OF TRADITIONAL AND NON-TRADITIONAL TEACHING AND LEARNING ENVIRONMENTS, PROVIDES A FOUNDATIONAL EDUCATION IN THE LIBERAL ARTS DISCIPLINES AND PROFESSIONAL ACADEMIC STUDIES ACROSS MULTIPLE DEGREE LEVELS FOR STUDENTS FROM DIVERSE BACKGROUNDS. 0 0 31120642 10559859 28260625 HUNTINGDON COLLEGE IS CO-EDUCATIONAL, PRIMARILY FOUR-YEAR INSTITUTION, WITH A RICH LIBERAL ARTS TRADITION THAT IS GROUNDED IN THE JUDEO-CHRISTIAN HERITAGE OF THE UNITED METHODIST CHURCH. 31120642 1 1 0 0 0 0 0 0 0 1 1 0 0 1 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 1 0 1 0 0 0 0 0 0 0 0 1 143 0 381 1 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 X 46 46 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 1 1 1 0 0 X JAY DORMAN TREASURER 3348334403 1500 EAST FAIRVIEW AVENUE MONTGOMERY AL 36106 MS LUCINDA SAMFORD CANNON TRUSTEE 0.30 X 0 0 0 THE REVEREND DR ROB COUCH TRUSTEE 0.30 X 0 0 0 THE REVEREND DR CLINTON HUBBARD JR TRUSTEE 0.30 X 0 0 0 THE REV DR DALE COHEN TRUSTEE 0.30 X 0 0 0 MR JOHN N ALBRITTON JR TRUSTEE - EMERITUS 0.30 X 0 0 0 MR ROBERT HOWARD ADAMS TRUSTEE - EMERITUS 0.30 X 0 0 0 DR CHARLES RICHARD CHAPPELL TRUSTEE 0.30 X 0 0 0 MR H DAVID COBB II TRUSTEE 0.30 X 0 0 0 BISHOP DAVID GRAVES TRUSTEE - EX-OFFICIO 0.30 X 0 0 0 THE REVEREND DR JAY D COOPER TRUSTEE 0.30 X 0 0 0 MR JOE DEWITT READ TRUSTEE 0.30 X 0 0 0 MS GLENDA A ALLRED TRUSTEE 0.30 X 0 0 0 MS KATRINA R KEEFER TRUSTEE - VICE CHAIRMAN 0.30 X X 0 0 0 DR CELIA S RUDOLPH TRUSTEE 0.30 X 0 0 0 MR DAVE G BORDEN TRUSTEE 0.30 X 0 0 0 MS BETTY T MCMAHON TRUSTEE - SECRETARY 0.30 X X 0 0 0 MS ELIZABETH COUEY SMITHART TRUSTEE 0.30 X 0 0 0 MR CARL A BARKER TRUSTEE 0.30 X 0 0 0 MS BETTY WAITE ZOLLER TRUSTEE 0.30 X 0 0 0 THE REVEREND DR KENNETH A DUNIVANT TRUSTEE 0.30 X 0 0 0 MS MARY VIRGINIA MANDELL TRUSTEE 0.30 X 0 0 0 DR CHARLES G TOMBERLIN LIFE MEMBER 0.30 X 0 0 0 THE HONORABLE LEURA GARRETT CANARY TRUSTEE - CHAIRMAN 1.50 X X 0 0 0 MR ROBERT E SEIBELS III TRUSTEE 0.30 X 0 0 0 MR ANTHONY C STALLWORTH TRUSTEE 0.30 X 0 0 0 DR SANDERS M BENKWITH TRUSTEE 0.30 X 0 0 0 DR LAURIE JEAN WEIL TRUSTEE 0.30 X 0 0 0 THE REVEREND DR GEOFFREY LENTZ TRUSTEE 0.30 X 0 0 0 MR FREDERICK A FROST TRUSTEE 0.30 X 0 0 0 MS EMILIE HOBBS REID TRUSTEE 0.30 X 0 0 0 THE REVEREND EMILY D KINCAID TRUSTEE 0.30 X 0 0 0 BISHOP DEBORAH WALLACE-PADGETT TRUSTEE - EX-OFFICIO 0.30 X 0 0 0 MR DAVID HUDSON JR TRUSTEE 0.30 X 0 0 0 MR JAMES H ANDERSON TRUSTEE 0.30 X 0 0 0 DR LAWRENCE MCLEMORE TRUSTEE 0.30 X 0 0 0 DR EUGENE E STANALAND TRUSTEES-EMERITUS 0.30 X 0 0 0 MS LOIS FLOWERS YOUNGBLOOD TRUSTEE 0.30 X 0 0 0 MR WILLIAM B WILSON TRUSTEE 0.30 X 0 0 0 THE REVEREND VAUGHN STAFFORD TRUSTEE 0.30 X 0 0 0 DR G MARK KINGRY JR TRUSTEE 0.30 X 0 0 0 THE REVEREND TOBY CHASTAIN TRUSTEE 0.30 X 0 0 0 MS WANDA A HOWARD TRUSTEE 0.30 X 0 0 0 MS SUZANNE WENDLAND RHODES TRUSTEE 0.30 X 0 0 0 MS JANE HOWELL ALLEN TRUSTEE 0.30 X 0 0 0 THE REVEREND DR BRIAN MILLER TRUSTEE 0.30 X 0 0 0 MRS BEVERLY GORDY MCKINNEY TRUSTEE 0.30 X 0 0 0 MR W KENDRICK UPCHURCH III TRUSTEE 1.50 X 0 0 0 MR MARK COLSON TRUSTEE 0.30 X 0 0 0 MR JOHN C BULLARD SR TRUSTEE - EMERITUS 0.30 X 0 0 0 MR GENE MAT POPE TRUSTEE 0.30 X 0 0 0 THE REVEREND J CAMERON WEST PRESIDENT OF COLLEGE/EX-OF 40.00 X 300500 0 22201 MR JAY A DORMAN TREASURER/SENIOR VICE PRES 40.00 X 246655 0 19096 SANDRA B KELSER SECRETARY OF THE CORPORATI 40.00 X 68093 0 10057 DR ANTHONY J LEIGH VP COLLEGE & ALUMNI AFFAIR 40.00 X 195038 0 9767 CLARK CHRISTOPHER VP OF HR 40.00 X 156823 0 15480 MR MICHAEL W TURK ASSOC. DIRECTOR OF ATHLETI 40.00 X 203582 0 10179 DR SAMIR MOUSSALLI PROFESSOR/BUS. DEPT CHAIR 40.00 X 148789 0 20791 THOMAS PERRIN CHAIR OF LANGUAGE DEPT 40.00 X 142426 0 21447 CAROLYN CORLISS DEAN OF SCH. OF ED. 40.00 X 126617 0 12958 LAURA DUNCAN VP FOR AUXILLIARY SERVICES 40.00 X 122823 0 11048 1711346 0 153024 14 0 1 0 ARAMARK SERVICES INC 1500 E FAIRVIEW AVENUE MONTGOMERY AL 36106 DINING SERVICES 1845492 UPCHURCH CONSTRUCTION LLC PO BOX 231059 MONTGOMERY AL 36123 CONSTRUCTION 539006 CAPITAL TRAILWAYS INC 520 N COURT STREET MONTGOMERY AL 36104 TRANSPORTATION 391389 FERNANDO CAMPOS 66 W VANDIVER BLVD MONTGOMERY AL 36110 CONSTRUCTION 306230 PRO IMPACT PHYSICAL THERAPY & SPORTS PER P O BOX 242903 MONTGOMERY AL 36124 HEALTH SERVICES 130000 11 9700 5174676 121828 5184376 TUITION AND FEES 900099 21648463 21648463 ROOM AND BOARD 900099 5848211 5848211 AUXILIARY ENTERPRISES 900099 534114 534114 OTHER SOURCES 900099 229837 229837 28260625 473510 473510 851209 436124 415085 415085 415085 15374735 12200 13203289 13752 2171446 -1552 2169894 2169894 36503490 28260625 0 3058489 10559859 10559859 826095 133109 372744 320242 9705831 8541131 970583 194117 463264 407673 46326 9265 1238269 1089677 123827 24765 751150 661012 75115 15023 108176 108176 61750 61750 4078 4078 2513748 2027612 388576 97560 5350 4815 535 1091687 982518 109169 291079 291079 921721 829549 92172 1620186 1458167 162019 35949 30557 3595 1797 590089 531080 59009 2272808 2045527 227281 465967 419370 46597 STUDENT PROGRAM EXPENSE 797129 797129 ALL OTHER EXPENSES 441997 397797 44200 BAD DEBT EXPENSE 121911 121911 MISCELLANEOUS 70160 59637 7015 3508 26484 22512 2648 1324 34984737 31120642 3196494 667601 6678806 12678352 6690 50109 194173 2270031 728138 579093 636575 763740 78610612 39183468 40175802 39427144 17675903 9187691 27345176 25733838 93441263 90689998 2778057 3102572 117071 69223 19234146 18372219 2007483 1946472 237375 163849 24374132 23654335 X 11769793 10699411 57297338 56336252 69067131 67035663 93441263 90689998 X 1518753 -1983107 -1567114 X X 0 1 X 1 1 1 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 57163113 1193139 -1805996 2640000 53910256 60206802 442944 -3247383 239250 57163113 51911025 175735 8332992 212950 60206802 50789768 412084 1659173 950000 51911025 51207731 259294 538743 1216000 50789768 0.93761 0.06239 1 0 1143670 2969253 4112923 7937704 38587509 19959869 26565344 14343423 11996896 2346527 36445 13592608 7226703 6402350 39427144 INTERESTS IN PERPETUAL TRUSTS 25632855 STUDENT LOANS RECEIVABLE 100983 25733838 ANNUITIES 18836 ADVANCES FROM FEDERAL GOVT FOR STUDENT LOANS 145013 163849 22393410 -1983107 -1567114 -3550221 25943631 10559859 10559859 36503490 24424878 0 24424878 10559859 10559859 34984737 PART V, LINE 4: TO INVEST IN A MANNER THAT IS INTENDED TO ASSUME A MODERATE LEVEL OF RISK AND OVER TIME TO PROVIDE AN AVERAGE RATE OF RETURN EQUAL OR GREATER THAN THE SUM OF INFLATION, THE BOARD ANNUAL SPENDING POLICY, AND ALL COSTS ASSOCIATED WITH PORTFOLIO MANAGEMENT. DONOR RESTRICTIONS, ECONOMIC CONDITIONS, AND OTHER RESOURCES OF THE COLLEGE ARE USED TO DETERMINE AN APPROPRIATE SPENDING POLICY. PART XI, LINE 2D - OTHER ADJUSTMENTS: UNREALIZED LOSS ON PERPETUAL TRUSTS HELD BY OTHERS -1,567,114. PART XI, LINE 4B - OTHER ADJUSTMENTS: STUDENT ASSISTANCE 10,559,859. PART XII, LINE 4B - OTHER ADJUSTMENTS: STUDENT ASSISTANCE 10,559,859. 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 1 0 1 SCHEDULE E, PART I, LINE 3 ALL RECRUITING, SOLICITATION AND ADMISSIONS MATERIAL INCLUDES THE NONDISCRIMINATORY LANGUAGE, AS DO APPLICATIONS. THE COLLEGE CATALOG IS THE LEGAL CONTRACT OF THE COLLEGE WITH STUDENTS & INCLUDES THE NONDISCRIMINATORY LANGUAGE. SCHEDULE E, PART I, LINE 6 THE COLLEGE PARTICIPATES IN U.S. DEPARTMENTS OF EDUCATION TITLE IV PROGRAMS AND STATE OF ALABAMA STUDENT FINANCIAL AID PROGRAMS. 1 HUNTINGDON SCHOLARSHIPS 808 9487634 OUTSIDE SCHOLARSHIPS AND ASSISTANCE 138 1072225 PART I, LINE 2: DISBURSEMENTS IN FURTHERANCE OF THE INSTITUTION'S EXEMPT PROGRAMS ARE MADE IN ACCORDANCE WITH PROCEDURES OR SUBJECT TO CONDITIONS ESTABLISHED BY THE INSTITUTION'S GOVERNING BOARD DESIGNED TO INSURE THAT INDIVIDUALS AND ORGANIZATIONS RECEIVING DISBURSEMENTS FROM THIS ORGANIZATION IN FURTHERANCE OF ITS EXEMPT PROGRAMS ARE ADEQUATELY INVESTIGATED TO INSURE THAT THEY ARE QUALIFYING RECIPIENTS AS TO ACADEMIC ACHIEVEMENT, FINANCIAL NEED, AND OTHER SIMILAR STANDARDS. X X X X 1 1 X X X X X 0 1 0 0 0 0 0 0 0 THE REVEREND J CAMERON WEST PRESIDENT OF COLLEGE/EX-OF 276446 0 0 0 24054 0 15250 0 6951 0 322701 0 0 0 MR JAY A DORMAN TREASURER/SENIOR VICE PRES 233595 0 0 0 13060 0 12551 0 6545 0 265751 0 0 0 MR MICHAEL W TURK ASSOC. DIRECTOR OF ATHLETI 193731 0 0 0 9851 0 10179 0 0 0 213761 0 0 0 DR ANTHONY J LEIGH VP COLLEGE & ALUMNI AFFAIR 195038 0 0 0 0 0 9767 0 0 0 204805 0 0 0 CLARK CHRISTOPHER VP OF HR 156823 0 0 0 0 0 8529 0 6951 0 172303 0 0 0 DR SAMIR MOUSSALLI PROFESSOR/BUS. DEPT CHAIR 148789 0 0 0 0 0 7678 0 13113 0 169580 0 0 0 THOMAS PERRIN CHAIR OF LANGUAGE DEPT 142426 0 0 0 0 0 7519 0 13928 0 163873 0 0 0 PART I, LINE 1A TRAVEL FOR SPOUSE - PROVIDED TO THE PRESIDENT OF THE COLLEGE - NOT TREATED AS TAXABLE COMPENSATION RESIDENCE FOR PERSONAL USE - PROVIDED TO THE PRESIDENT OF THE COLLEGE - NOT TREATED AS TAXABLE COMPENSATION SOCIAL CLUB DUES - PROVIDED TO THE PRESIDENT OF THE COLLEGE - NOT TREATED AS TAXABLE COMPENSATION PART I, LINE 4B THE REVEREND J. CAMERON WEST, PRESIDENT OF THE COLLEGE, PARTICIPATES IN A SUPPLEMENTAL NON-QUALIFIED RETIREMENT PLAN. THE PLAN IS STRUCTURED AS A RABBI TRUST WITH SUBSTANTIAL RISK OF FORFEITURE AND PAID $55,000 PER YEAR FOR 5 YEARS. NO PAYMENTS WERE MADE FOR THE FISCAL YEAR COVERED BY THIS RETURN. A GREATER MONTGOMERY EDUCATIONAL BUILDING AUTHORITY 2020-03-31 20962154 REFINANCE OF DEBT 0 0 0 A 20962154 83560 2020 0 0 1 1 A 0 1 1 1 0 0.01000 0.01000 0 0 0 A 0 0 0 0 0 0 0 0 0 A 0 MS KATRINA R KEEFER BOARD MEMBER AND OFFICER 80000 MS. KEEFER IS MARRIED TO THE OWNER OF A SERVICE PROVIDER 0 X 11 111828 FAIR MARKET VALUE X EQUIPMENT 1 10000 FMV - BARGAIN SALE 0 1 1 FORM 990, PART VI, SECTION A, LINE 1A EXECUTIVE COMMITTEE AND ITS POWERS ARE PROVIDED FOR IN ARTICLE V OF THE ARTICLES OF INCORPORATION. BETWEEN MEETINGS OF THE BOARD OF TRUSTEES, THE EXECUTIVE COMMITTEE SHALL HAVE GENERAL CHARGE OF THE AFFAIRS OF THE BOARD, SHALL TRANSACT BUSINESS COMMITTED TO IT BY THE BOARD AS WELL AS OTHER BUSINESS WHICH IT DEEMS IN THE BEST INTEREST OF THE CORPORATION INCLUDING THE POWER TO EXECUTE CONTRACTS, DEEDS AND MORTGAGES AND OTHER INSTRUMENTS ON BEHALF OF HUNTINGDON COLLEGE. THE EXECUTIVE COMMITTEE SHALL REPORT ITS ACTION TO THE REGULAR MEETING OF THE BOARD OF TRUSTEES SUCCEEDING SUCH ACTION. FORM 990, PART VI, SECTION B, LINE 11B A COPY OF FORM 990 IS PROVIDED TO THE AUDIT COMMITTEE OF THE BOARD OF TRUSTEES FOR REVIEW. FORM 990, PART VI, SECTION B, LINE 12C THE CONFLICT OF INTEREST POLICY IS SIGNED AND REVIEWED ON AN ANNUAL BASIS AND CONFLICTS ARE REVIEWED BY THE CHAIR OF THE RISK MANAGEMENT COMMITTEE. FORM 990, PART VI, SECTION B, LINE 15A A COMPENSATION STUDY WAS DONE. COMPENSATION REQUIRES APPROVAL BY THE BOARD COMPENSATION COMMITTEE. FORM 990, PART VI, SECTION C, LINE 19 THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. FORM 990, PART XI, LINE 9: CHANGE IN VALUE OF PERPETUAL TRUSTS HELD BY OTHERS -1,567,114. FORM 990, PART XII, LINE 2C: NEITHER THE OVERSIGHT PROCESS OR SELECTION PROCESS WAS CHANGED BY THE ORGANIZATION DURING THE CURRENT YEAR.