2025-04-10T09:59:27-05:00 2024-05-31 631035228 JACKSON THORNTON & CO PC PO BOX 96 MONTGOMERY AL 361010096 990 2023-06-01 630288841 HUNTINGDON COLLEGE HUNT 3348334403 1500 EAST FAIRVIEW AVENUE MONTGOMERY AL 36106 JAY DORMAN TREASURER 3348334403 2025-04-08 1 1 CHRISTINE K COOK P00537690 3348347660 2025-04-08 2023 2025-03-06 01:10:19Z JOHN CAMERON WEST 1500 EAST FAIRVIEW AVENUE MONTGOMERY AL 36106 53475544 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. 45 45 382 204 0 0 5184376 2886444 28260625 30611203 2643404 2121722 415085 558876 36503490 36178245 10559859 11676517 0 0 12984609 13349973 0 0 828279 11440269 12124303 34984737 37150793 1518753 -972548 90689998 94789198 23654335 24955486 67035663 69833712 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 33279836 11676517 30611203 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. 33279836 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 0 0 1 0 0 0 0 0 0 0 0 1 138 0 382 1 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 X 45 45 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 - EMERITA 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 - EMERITA 0.30 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 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 THE HONORABLE 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 MR WILLIAM B WILSON TRUSTEE 0.30 X 0 0 0 DR G MARK KINGRY JR 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 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 - SECRETARY 0.30 X X 0 0 0 MR JOHN C BULLARD SR TRUSTEE - EMERITUS 0.30 X 0 0 0 MR G MATHEW POPE TRUSTEE 0.30 X 0 0 0 MR PRESTON B BARNETT SR TRUSTEE 0.30 X 0 0 0 THE REVEREND TYLER CHRISTIANSEN TRUSTEE 0.30 X 0 0 0 THE REVEREND SHERILL CLONTZ TRUSTEE 0.30 X 0 0 0 MR WHIT COLVIN TRUSTEE 0.30 X 0 0 0 MS LOUISA MOORE ELMORE TRUSTEE 0.30 X 0 0 0 MR ANDREW TARVIN HARRELL TRUSTEE 0.30 X 0 0 0 MR JOHN BLAKE TOOLE TRUSTEE 0.30 X 0 0 0 THE REVEREND GILLIAN LISENBY WALTER TRUSTEE 0.30 X 0 0 0 THE REVEREND J CAMERON WEST PRESIDENT OF COLLEGE 40.00 X 300804 0 35092 MR JAY A DORMAN EXECUTIVE VICE PRESIDENT AND TREASURER 40.00 X 252987 0 26724 MEGHAN BRIDGES EXEC ASSISTANT TO THE PRESIDENT/CORP SECRETARY 40.00 X 45968 0 9540 DR ANTHONY J LEIGH VP COLLEGE & ALUMNI AFFAIR 40.00 X 196802 0 9855 MR MICHAEL W TURK ASSOC. DIRECTOR OF ATHLETI 40.00 X 204866 0 14467 CLARK CHRISTOPHER VP OF HR 40.00 X 130745 0 14524 DR SAMIR MOUSSALLI PROFESSOR/BUS. DEPT CHAIR 40.00 X 126593 0 14161 THOMAS PERRIN CHAIR OF LANGUAGE DEPT 40.00 X 145643 0 15276 LAURA DUNCAN VP FOR AUXILLARY SERVICES 40.00 X 130357 0 6518 1534765 0 146157 15 0 1 0 ARAMARK SERVICES INC 1500 E FAIRVIEW AVENUE MONTGOMERY AL 36106 DINING SERVICES 2126431 HUFHAMFARRIS CONSTRUCTION LLC 13924 WARES FERRY ROAD MONTGOMERY AL 36117 CONSTRUCTION 703291 UPCHURCH CONSTRUCTION LLC PO BOX 231059 MONTGOMERY AL 36123 CONSTRUCTION 609098 CAMPOS REPAIRS & CONSTRUCTION LLC 66 W VANDIVER BLVD MONTGOMERY AL 36110 CONSTRUCTION 380118 CAPITAL TRAILWAYS INC 520 N COURT STREET MONTGOMERY AL 36104 TRANSPORTATION 231822 11 2886444 415477 2886444 TUITION AND FEES 900099 23287298 23287298 ROOM AND BOARD 900099 6656735 6656735 AUXILIARY ENTERPRISES 900099 575260 575260 OTHER SOURCES 900099 91910 91910 30611203 2497605 2497605 1058602 499726 558876 558876 558876 16421690 16638100 159473 -216410 -159473 -375883 -375883 36178245 30611203 0 2680598 11676517 11676517 820955 187050 86723 547182 10134992 8918793 1013499 202700 472706 415981 47271 9454 1136330 999970 113633 22727 784990 690791 78499 15700 108457 108457 79925 79925 4647 4647 2722148 2170001 528444 23703 2633 2370 263 1197054 1077349 119705 176056 176056 1006700 906030 100670 1503231 1352908 150323 46967 39922 4697 2348 610053 549048 61005 2337372 2103635 233737 557951 502156 55795 STUDENT PROGRAM EXPENSE 816270 816270 ALL OTHER EXPENSES 703984 633586 70398 BAD DEBT EXPENSE 161544 161544 MISCELLANEOUS 66542 56561 6654 3327 22769 19354 2277 1138 37150793 33279836 3042678 828279 12678352 7295757 50109 37082 2270031 2683856 579093 1221388 763740 1088691 82179477 40431150 39427144 41748327 9187691 12988239 25733838 27725858 90689998 94789198 3102572 3371433 69223 63722 18372219 17488578 1946472 3909590 163849 122163 23654335 24955486 X 10699411 11743445 56336252 58090267 67035663 69833712 90689998 94789198 X -972548 1750417 2020180 X X 0 1 X 1 1 1 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 53910256 187318 4600265 1900000 56797839 57163113 1193139 -1805996 2640000 53910256 60206802 442944 -3247383 239250 57163113 51911025 175735 8332992 212950 60206802 50789768 412084 1659173 950000 51911025 0.93765 0.06235 1 0 1011121 2969253 3980374 9993762 38714666 20954396 27754032 14915474 11624448 3291026 36445 14538756 7852306 6722895 41748327 INTERESTS IN PERPETUAL TRUSTS 27653035 STUDENT LOANS RECEIVABLE 72823 27725858 ANNUITIES 18350 ADVANCES FROM FEDERAL GOVT FOR STUDENT LOANS 103813 122163 28272325 1750417 2020180 3770597 24501728 11676517 11676517 36178245 25474276 0 25474276 11676517 11676517 37150793 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 2,020,180. PART XI, LINE 4B - OTHER ADJUSTMENTS: STUDENT ASSISTANCE 11,676,517. PART XII, LINE 4B - OTHER ADJUSTMENTS: STUDENT ASSISTANCE 11,676,517. 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 887 10667765 OUTSIDE SCHOLARSHIPS AND ASSISTANCE 125 1008752 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 300804 0 0 0 0 0 15655 0 19437 0 335896 0 0 0 MR JAY A DORMAN EXECUTIVE VICE PRESIDENT AND TREASUR 227798 0 0 0 25189 0 12875 0 13849 0 279711 0 0 0 MR MICHAEL W TURK ASSOC. DIRECTOR OF ATHLETI 192553 0 0 0 12313 0 10288 0 4179 0 219333 0 0 0 DR ANTHONY J LEIGH VP COLLEGE & ALUMNI AFFAIR 176877 0 0 0 19925 0 9855 0 0 0 206657 0 0 0 THOMAS PERRIN CHAIR OF LANGUAGE DEPT 145643 0 0 0 0 0 8111 0 7165 0 160919 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 X 17 415477 FAIR MARKET VALUE 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 2,020,180. FORM 990, PART XII, LINE 2C: NEITHER THE OVERSIGHT PROCESS OR SELECTION PROCESS WAS CHANGED BY THE ORGANIZATION DURING THE CURRENT YEAR.